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 | $86,916 | $150,440-42.2% | $136,294-36.2% | $147,584-41.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 10.44% | 1049.08%-1038.6pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,091 | $5,256-60.2% | $4,695-55.5% | $4,876-57.1% |
| Participant deferral / active EE | $3,787 | $6,630-42.9% | $6,247-39.4% | $5,439-30.4% |
| Admin fee / account holder | $4,212 | $10,905-61.4% | $9,243-54.4% | $10,885-61.3% |