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 | $72,734 | $150,440-51.7% | $136,294-46.6% | $147,584-50.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.30% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $965 | $5,256-81.6% | $4,695-79.5% | $4,876-80.2% |
| Participant deferral / active EE | $2,183 | $6,630-67.1% | $6,247-65.0% | $5,439-59.9% |
| Admin fee / account holder | $640 | $10,905-94.1% | $9,243-93.1% | $10,885-94.1% |