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 | $156,412 | $150,440+4.0% | $136,294+14.8% | $147,584+6.0% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 11.87% | 1049.08%-1037.2pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,098 | $5,256-79.1% | $4,695-76.6% | $4,876-77.5% |
| Participant deferral / active EE | $6,609 | $6,630-0.3% | $6,247+5.8% | $5,439+21.5% |
| Admin fee / account holder | $1,210 | $10,905-88.9% | $9,243-86.9% | $10,885-88.9% |