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 | $85,587 | $150,440-43.1% | $136,294-37.2% | $147,584-42.0% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 20.42% | 1049.08%-1028.7pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,326 | $5,256-74.8% | $4,695-71.8% | $4,876-72.8% |
| Participant deferral / active EE | $3,475 | $6,630-47.6% | $6,247-44.4% | $5,439-36.1% |
| Admin fee / account holder | $1,137 | $10,905-89.6% | $9,243-87.7% | $10,885-89.6% |