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 | $36,903 | $150,440-75.5% | $136,294-72.9% | $147,584-75.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 22.27% | 1049.08%-1026.8pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,694 | $5,256-48.7% | $4,695-42.6% | $4,876-44.7% |
| Participant deferral / active EE | $3,954 | $6,630-40.4% | $6,247-36.7% | $5,439-27.3% |
| Admin fee / account holder | $1,018 | $10,905-90.7% | $9,243-89.0% | $10,885-90.6% |