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 | $92,611 | $150,440-38.4% | $136,294-32.1% | $147,584-37.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 62.75% | 1049.08%-986.3pp | 5155.94%-5093.2pp | 578.55%-515.8pp |
| Employer contribution / active EE | $2,638 | $5,256-49.8% | $4,695-43.8% | $4,876-45.9% |
| Participant deferral / active EE | $5,839 | $6,630-11.9% | $6,247-6.5% | $5,439+7.4% |
| Admin fee / account holder | $6,103 | $10,905-44.0% | $9,243-34.0% | $10,885-43.9% |