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 | $24,962 | $150,440-83.4% | $136,294-81.7% | $147,584-83.1% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 20.01% | 1049.08%-1029.1pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,102 | $5,256-60.0% | $4,695-55.2% | $4,876-56.9% |
| Participant deferral / active EE | $3,604 | $6,630-45.6% | $6,247-42.3% | $5,439-33.7% |
| Admin fee / account holder | $1,653 | $10,905-84.8% | $9,243-82.1% | $10,885-84.8% |