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 | $73,803 | $150,440-50.9% | $136,294-45.9% | $147,584-50.0% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 14.71% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,015 | $5,256-80.7% | $4,695-78.4% | $4,876-79.2% |
| Participant deferral / active EE | $4,184 | $6,630-36.9% | $6,247-33.0% | $5,439-23.1% |
| Admin fee / account holder | $631 | $10,905-94.2% | $9,243-93.2% | $10,885-94.2% |