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 | $54,524 | $150,440-63.8% | $136,294-60.0% | $147,584-63.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 12.39% | 1049.08%-1036.7pp | 5155.94%-5143.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,468 | $5,256-53.0% | $4,695-47.4% | $4,876-49.4% |
| Participant deferral / active EE | $2,792 | $6,630-57.9% | $6,247-55.3% | $5,439-48.7% |
| Admin fee / account holder | $5,005 | $10,905-54.1% | $9,243-45.9% | $10,885-54.0% |