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 | $34,510 | $150,440-77.1% | $136,294-74.7% | $147,584-76.6% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 13.70% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,993 | $5,256-43.1% | $4,695-36.3% | $4,876-38.6% |
| Participant deferral / active EE | $5,255 | $6,630-20.8% | $6,247-15.9% | $5,439-3.4% |
| Admin fee / account holder | $4,941 | $10,905-54.7% | $9,243-46.5% | $10,885-54.6% |