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 | $230,460 | $150,440+53.2% | $136,294+69.1% | $147,584+56.2% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 20.53% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,222 | $5,256-76.8% | $4,695-74.0% | $4,876-74.9% |
| Participant deferral / active EE | $6,154 | $6,630-7.2% | $6,247-1.5% | $5,439+13.2% |
| Admin fee / account holder | $407 | $10,905-96.3% | $9,243-95.6% | $10,885-96.3% |