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 | $42,796 | $150,440-71.6% | $136,294-68.6% | $147,584-71.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.59% | 1049.08%-1032.5pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $4,102 | $5,256-22.0% | $4,695-12.6% | $4,876-15.9% |
| Participant deferral / active EE | $4,746 | $6,630-28.4% | $6,247-24.0% | $5,439-12.7% |
| Admin fee / account holder | $3,826 | $10,905-64.9% | $9,243-58.6% | $10,885-64.8% |