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 | $33,251 | $150,440-77.9% | $136,294-75.6% | $147,584-77.5% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 17.32% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,445 | $5,256-72.5% | $4,695-69.2% | $4,876-70.4% |
| Participant deferral / active EE | $3,104 | $6,630-53.2% | $6,247-50.3% | $5,439-42.9% |
| Admin fee / account holder | $1,586 | $10,905-85.5% | $9,243-82.8% | $10,885-85.4% |