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 | $43,895 | $150,440-70.8% | $136,294-67.8% | $147,584-70.3% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 13.92% | 1049.08%-1035.2pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,601 | $5,256-50.5% | $4,695-44.6% | $4,876-46.7% |
| Participant deferral / active EE | $4,900 | $6,630-26.1% | $6,247-21.6% | $5,439-9.9% |
| Admin fee / account holder | $6,127 | $10,905-43.8% | $9,243-33.7% | $10,885-43.7% |