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 | $109,972 | $171,865-36.0% | $149,718-26.5% | $147,584-25.5% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 24.25% | 2113.22%-2089.0pp | 1501.63%-1477.4pp | 578.55%-554.3pp |
| Employer contribution / active EE | $2,275 | $6,275-63.7% | $5,445-58.2% | $4,876-53.3% |
| Participant deferral / active EE | $4,439 | $7,271-39.0% | $6,569-32.4% | $5,439-18.4% |
| Admin fee / account holder | $1,571 | $13,799-88.6% | $11,283-86.1% | $10,885-85.6% |