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 | $103,302 | $150,440-31.3% | $136,294-24.2% | $147,584-30.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 22.01% | 1049.08%-1027.1pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $3,526 | $5,256-32.9% | $4,695-24.9% | $4,876-27.7% |
| Participant deferral / active EE | $10,404 | $6,630+56.9% | $6,247+66.5% | $5,439+91.3% |
| Admin fee / account holder | $712 | $10,905-93.5% | $9,243-92.3% | $10,885-93.5% |