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 | $74,369 | $150,440-50.6% | $136,294-45.4% | $147,584-49.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 13.85% | 1049.08%-1035.2pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,240 | $5,256-57.4% | $4,695-52.3% | $4,876-54.1% |
| Participant deferral / active EE | $4,898 | $6,630-26.1% | $6,247-21.6% | $5,439-9.9% |
| Admin fee / account holder | $12,751 | $10,905+16.9% | $9,243+38.0% | $10,885+17.1% |