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 | $41,729 | $150,440-72.3% | $136,294-69.4% | $147,584-71.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.84% | 1049.08%-1031.2pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,181 | $5,256-77.5% | $4,695-74.8% | $4,876-75.8% |
| Participant deferral / active EE | $2,561 | $6,630-61.4% | $6,247-59.0% | $5,439-52.9% |
| Admin fee / account holder | $3,601 | $10,905-67.0% | $9,243-61.0% | $10,885-66.9% |