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 | $89,943 | $150,440-40.2% | $136,294-34.0% | $147,584-39.1% |
| Participation rate | 73.9% | 84.4%-10.5pp | 81.9%-8.0pp | 82.8%-8.9pp |
| Annual return | 18.86% | 1049.08%-1030.2pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,792 | $5,256-65.9% | $4,695-61.8% | $4,876-63.2% |
| Participant deferral / active EE | $10,396 | $6,630+56.8% | $6,247+66.4% | $5,439+91.1% |
| Admin fee / account holder | $11,087 | $10,905+1.7% | $9,243+19.9% | $10,885+1.9% |