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 | $66,376 | $150,440-55.9% | $136,294-51.3% | $147,584-55.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 13.93% | 1049.08%-1035.1pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,225 | $5,256-38.6% | $4,695-31.3% | $4,876-33.9% |
| Participant deferral / active EE | $6,155 | $6,630-7.2% | $6,247-1.5% | $5,439+13.2% |
| Admin fee / account holder | $1,203 | $10,905-89.0% | $9,243-87.0% | $10,885-88.9% |