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 | $38,400 | $150,440-74.5% | $136,294-71.8% | $147,584-74.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 169.63% | 1049.08%-879.5pp | 5155.94%-4986.3pp | 578.55%-408.9pp |
| Employer contribution / active EE | $1,084 | $5,256-79.4% | $4,695-76.9% | $4,876-77.8% |
| Participant deferral / active EE | $6,077 | $6,630-8.3% | $6,247-2.7% | $5,439+11.7% |
| Admin fee / account holder | $681 | $10,905-93.8% | $9,243-92.6% | $10,885-93.7% |