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 | $110,972 | $177,572-37.5% | $154,803-28.3% | $142,382-22.1% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 2071.95% | 65.07%+2006.9pp | 58.88%+2013.1pp | 217.08%+1854.9pp |
| Employer contribution / active EE | $2,312 | $4,810-51.9% | $4,305-46.3% | $4,299-46.2% |
| Participant deferral / active EE | $103,400 | $6,272+1548.7% | $5,540+1766.3% | $6,507+1489.0% |
| Admin fee / account holder | $7,180 | $16,786-57.2% | $14,329-49.9% | $12,624-43.1% |