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 | $83,304 | $150,440-44.6% | $136,294-38.9% | $147,584-43.6% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 11.63% | 1049.08%-1037.5pp | 5155.94%-5144.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $5,139 | $5,256-2.2% | $4,695+9.5% | $4,876+5.4% |
| Participant deferral / active EE | $7,998 | $6,630+20.6% | $6,247+28.0% | $5,439+47.1% |
| Admin fee / account holder | $4,718 | $10,905-56.7% | $9,243-49.0% | $10,885-56.7% |