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 | $43,021 | $150,440-71.4% | $136,294-68.4% | $147,584-70.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.27% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $4,353 | $5,256-17.2% | $4,695-7.3% | $4,876-10.7% |
| Participant deferral / active EE | $4,957 | $6,630-25.2% | $6,247-20.7% | $5,439-8.9% |
| Admin fee / account holder | $4,556 | $10,905-58.2% | $9,243-50.7% | $10,885-58.1% |