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 | $92,826 | $150,440-38.3% | $136,294-31.9% | $147,584-37.1% |
| Participation rate | 73.9% | 84.4%-10.5pp | 81.9%-8.0pp | 82.8%-8.9pp |
| Annual return | 358.49% | 1049.08%-690.6pp | 5155.94%-4797.4pp | 578.55%-220.1pp |
| Employer contribution / active EE | $1,672 | $5,256-68.2% | $4,695-64.4% | $4,876-65.7% |
| Participant deferral / active EE | $3,483 | $6,630-47.5% | $6,247-44.2% | $5,439-36.0% |
| Admin fee / account holder | $751 | $10,905-93.1% | $9,243-91.9% | $10,885-93.1% |