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 | $97,117 | $150,440-35.4% | $136,294-28.7% | $147,584-34.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.19% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,700 | $5,256-48.6% | $4,695-42.5% | $4,876-44.6% |
| Participant deferral / active EE | $4,388 | $6,630-33.8% | $6,247-29.8% | $5,439-19.3% |
| Admin fee / account holder | $2,531 | $10,905-76.8% | $9,243-72.6% | $10,885-76.8% |