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 | $126,310 | $169,161-25.3% | $129,295-2.3% | $145,959-13.5% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.6%+3.1pp | 80.3%-7.6pp |
| Annual return | 13.04% | 14348.07%-14335.0pp | 9429.28%-9416.2pp | 561.95%-548.9pp |
| Employer contribution / active EE | $3,067 | $5,543-44.7% | $4,157-26.2% | $4,661-34.2% |
| Participant deferral / active EE | $9,509 | $4,989+90.6% | $4,169+128.1% | $6,689+42.2% |
| Admin fee / account holder | $6,848 | $9,878-30.7% | $7,665-10.7% | $13,398-48.9% |