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 | $66,598 | $150,440-55.7% | $136,294-51.1% | $147,584-54.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 22.80% | 1049.08%-1026.3pp | 5155.94%-5133.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,824 | $5,256-46.3% | $4,695-39.9% | $4,876-42.1% |
| Participant deferral / active EE | $5,967 | $6,630-10.0% | $6,247-4.5% | $5,439+9.7% |
| Admin fee / account holder | $4,084 | $10,905-62.5% | $9,243-55.8% | $10,885-62.5% |