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 | $234,145 | $124,185+88.5% | $108,410+116.0% | $167,490+39.8% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 13.20% | 1379.64%-1366.4pp | 905.27%-892.1pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,446 | $4,187-41.6% | $3,558-31.3% | $4,837-49.4% |
| Participant deferral / active EE | $4,949 | $6,908-28.4% | $6,563-24.6% | $6,341-22.0% |
| Admin fee / account holder | $6,010 | $9,455-36.4% | $7,295-17.6% | $12,309-51.2% |