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 | $53,964 | $150,440-64.1% | $136,294-60.4% | $147,584-63.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.76% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $6,230 | $5,256+18.5% | $4,695+32.7% | $4,876+27.8% |
| Participant deferral / active EE | $8,015 | $6,630+20.9% | $6,247+28.3% | $5,439+47.4% |
| Admin fee / account holder | $28,650 | $10,905+162.7% | $9,243+210.0% | $10,885+163.2% |