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 | $60,265 | $150,440-59.9% | $136,294-55.8% | $147,584-59.2% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 17.40% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,598 | $5,256-50.6% | $4,695-44.7% | $4,876-46.7% |
| Participant deferral / active EE | $4,807 | $6,630-27.5% | $6,247-23.0% | $5,439-11.6% |
| Admin fee / account holder | $3,814 | $10,905-65.0% | $9,243-58.7% | $10,885-65.0% |