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 | $35,918 | $150,440-76.1% | $136,294-73.6% | $147,584-75.7% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 14.98% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,798 | $5,256-46.8% | $4,695-40.4% | $4,876-42.6% |
| Participant deferral / active EE | $5,045 | $6,630-23.9% | $6,247-19.2% | $5,439-7.2% |
| Admin fee / account holder | $4,321 | $10,905-60.4% | $9,243-53.3% | $10,885-60.3% |