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 | $25,307 | $150,440-83.2% | $136,294-81.4% | $147,584-82.9% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 29.39% | 1049.08%-1019.7pp | 5155.94%-5126.5pp | 578.55%-549.2pp |
| Employer contribution / active EE | $3,229 | $5,256-38.6% | $4,695-31.2% | $4,876-33.8% |
| Participant deferral / active EE | $7,412 | $6,630+11.8% | $6,247+18.6% | $5,439+36.3% |
| Admin fee / account holder | $4,977 | $10,905-54.4% | $9,243-46.2% | $10,885-54.3% |