See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,718 | $150,440-29.1% | $136,294-21.7% | $147,584-27.7% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 12.60% | 1049.08%-1036.5pp | 5155.94%-5143.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,040 | $5,256-80.2% | $4,695-77.9% | $4,876-78.7% |
| Participant deferral / active EE | $3,668 | $6,630-44.7% | $6,247-41.3% | $5,439-32.6% |
| Admin fee / account holder | $24,808 | $10,905+127.5% | $9,243+168.4% | $10,885+127.9% |