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 | $32,970 | $150,440-78.1% | $136,294-75.8% | $147,584-77.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.61% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,133 | $5,256-59.4% | $4,695-54.6% | $4,876-56.3% |
| Participant deferral / active EE | $6,595 | $6,630-0.5% | $6,247+5.6% | $5,439+21.3% |
| Admin fee / account holder | $9,621 | $10,905-11.8% | $9,243+4.1% | $10,885-11.6% |