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 | $117,410 | $150,440-22.0% | $136,294-13.9% | $147,584-20.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.25% | 1049.08%-1035.8pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,198 | $5,256-58.2% | $4,695-53.2% | $4,876-54.9% |
| Participant deferral / active EE | $5,251 | $6,630-20.8% | $6,247-15.9% | $5,439-3.5% |
| Admin fee / account holder | $11,224 | $10,905+2.9% | $9,243+21.4% | $10,885+3.1% |