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 | $91,129 | $171,865-47.0% | $149,718-39.1% | $147,584-38.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 10.10% | 2113.22%-2103.1pp | 1501.63%-1491.5pp | 578.55%-568.5pp |
| Employer contribution / active EE | $4,801 | $6,275-23.5% | $5,445-11.8% | $4,876-1.6% |
| Participant deferral / active EE | $8,685 | $7,271+19.5% | $6,569+32.2% | $5,439+59.7% |
| Admin fee / account holder | $61,705 | $13,799+347.2% | $11,283+446.9% | $10,885+466.9% |