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 | $60,459 | $100,852-40.1% | $90,404-33.1% | $158,922-62.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 12.90% | 1724.20%-1711.3pp | 1293.02%-1280.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,248 | $3,689-39.0% | $3,262-31.1% | $4,761-52.8% |
| Participant deferral / active EE | $2,657 | $4,348-38.9% | $3,963-33.0% | $5,982-55.6% |
| Admin fee / account holder | $3,123 | $6,501-52.0% | $5,611-44.3% | $11,246-72.2% |