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 | $63,737 | $99,020-35.6% | $86,590-26.4% | $147,584-56.8% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 16.88% | 1312.34%-1295.5pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,649 | $3,132-47.4% | $2,839-41.9% | $4,876-66.2% |
| Participant deferral / active EE | $3,796 | $3,972-4.4% | $3,609+5.2% | $5,439-30.2% |
| Admin fee / account holder | $4,924 | $5,710-13.8% | $4,906+0.4% | $10,885-54.8% |