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 | $34,564 | $150,440-77.0% | $136,294-74.6% | $147,584-76.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 22.55% | 1049.08%-1026.5pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,851 | $5,256-64.8% | $4,695-60.6% | $4,876-62.0% |
| Participant deferral / active EE | $3,502 | $6,630-47.2% | $6,247-43.9% | $5,439-35.6% |
| Admin fee / account holder | $681 | $10,905-93.8% | $9,243-92.6% | $10,885-93.7% |