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 | $63,511 | $150,440-57.8% | $136,294-53.4% | $147,584-57.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.32% | 1049.08%-1034.8pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,196 | $5,256-39.2% | $4,695-31.9% | $4,876-34.5% |
| Participant deferral / active EE | $7,661 | $6,630+15.5% | $6,247+22.6% | $5,439+40.9% |
| Admin fee / account holder | $403 | $10,905-96.3% | $9,243-95.6% | $10,885-96.3% |