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 | $27,988 | $150,440-81.4% | $136,294-79.5% | $147,584-81.0% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 15.62% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,542 | $5,256-32.6% | $4,695-24.6% | $4,876-27.4% |
| Participant deferral / active EE | $5,374 | $6,630-19.0% | $6,247-14.0% | $5,439-1.2% |
| Admin fee / account holder | $2,456 | $10,905-77.5% | $9,243-73.4% | $10,885-77.4% |