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 | $85,716 | $150,440-43.0% | $136,294-37.1% | $147,584-41.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 13.50% | 1049.08%-1035.6pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $22,028 | $5,256+319.1% | $4,695+369.1% | $4,876+351.7% |
| Participant deferral / active EE | $15,228 | $6,630+129.7% | $6,247+143.8% | $5,439+180.0% |
| Admin fee / account holder | $9,033 | $10,905-17.2% | $9,243-2.3% | $10,885-17.0% |