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 | $40,895 | $150,440-72.8% | $136,294-70.0% | $147,584-72.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.61% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,166 | $5,256-58.8% | $4,695-53.9% | $4,876-55.6% |
| Participant deferral / active EE | $8,005 | $6,630+20.7% | $6,247+28.1% | $5,439+47.2% |
| Admin fee / account holder | $3,941 | $10,905-63.9% | $9,243-57.4% | $10,885-63.8% |