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 | $61,829 | $150,440-58.9% | $136,294-54.6% | $147,584-58.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.15% | 1049.08%-1035.9pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,018 | $5,256-61.6% | $4,695-57.0% | $4,876-58.6% |
| Participant deferral / active EE | $4,480 | $6,630-32.4% | $6,247-28.3% | $5,439-17.6% |
| Admin fee / account holder | $6,692 | $10,905-38.6% | $9,243-27.6% | $10,885-38.5% |