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 | $29,780 | $150,440-80.2% | $136,294-78.1% | $147,584-79.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 22.24% | 1049.08%-1026.8pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $4,337 | $5,256-17.5% | $4,695-7.6% | $4,876-11.1% |
| Participant deferral / active EE | $7,079 | $6,630+6.8% | $6,247+13.3% | $5,439+30.2% |
| Admin fee / account holder | $2,711 | $10,905-75.1% | $9,243-70.7% | $10,885-75.1% |