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 | $116,017 | $150,440-22.9% | $136,294-14.9% | $147,584-21.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 12.34% | 1049.08%-1036.7pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $11,132 | $5,256+111.8% | $4,695+137.1% | $4,876+128.3% |
| Participant deferral / active EE | $5,148 | $6,630-22.4% | $6,247-17.6% | $5,439-5.4% |
| Admin fee / account holder | $1,587 | $10,905-85.4% | $9,243-82.8% | $10,885-85.4% |