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 | $100,433 | $150,440-33.2% | $136,294-26.3% | $147,584-31.9% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 13.39% | 1049.08%-1035.7pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $5,709 | $5,256+8.6% | $4,695+21.6% | $4,876+17.1% |
| Participant deferral / active EE | $5,974 | $6,630-9.9% | $6,247-4.4% | $5,439+9.8% |
| Admin fee / account holder | $9,268 | $10,905-15.0% | $9,243+0.3% | $10,885-14.9% |