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 5-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 | $34,880 | $169,032-79.4% | $129,207-73.0% | $145,922-76.1% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 20.32% | 14330.11%-14309.8pp | 9417.33%-9397.0pp | 561.29%-541.0pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,007 | $4,987-39.7% | $4,168-27.9% | $6,688-55.0% |
| Admin fee / account holder | $626 | $9,954-93.7% | $7,715-91.9% | $13,397-95.3% |