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 | $116,880 | $171,865-32.0% | $149,718-21.9% | $147,584-20.8% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 15.92% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,334 | $6,275-62.8% | $5,445-57.1% | $4,876-52.1% |
| Participant deferral / active EE | $7,437 | $7,271+2.3% | $6,569+13.2% | $5,439+36.7% |
| Admin fee / account holder | $1,961 | $13,799-85.8% | $11,283-82.6% | $10,885-82.0% |