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 | $91,993 | $150,440-38.9% | $136,294-32.5% | $147,584-37.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 19.88% | 1049.08%-1029.2pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,010 | $5,256-42.7% | $4,695-35.9% | $4,876-38.3% |
| Participant deferral / active EE | $4,482 | $6,630-32.4% | $6,247-28.3% | $5,439-17.6% |
| Admin fee / account holder | $510 | $10,905-95.3% | $9,243-94.5% | $10,885-95.3% |