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 | $37,947 | $150,440-74.8% | $136,294-72.2% | $147,584-74.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.04% | 1049.08%-1035.0pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,816 | $5,256-27.4% | $4,695-18.7% | $4,876-21.7% |
| Participant deferral / active EE | $7,742 | $6,630+16.8% | $6,247+23.9% | $5,439+42.3% |
| Admin fee / account holder | $3,880 | $10,905-64.4% | $9,243-58.0% | $10,885-64.4% |