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 | $37,527 | $150,440-75.1% | $136,294-72.5% | $147,584-74.6% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 22.01% | 1049.08%-1027.1pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,035 | $5,256-80.3% | $4,695-78.0% | $4,876-78.8% |
| Participant deferral / active EE | $4,253 | $6,630-35.9% | $6,247-31.9% | $5,439-21.8% |
| Admin fee / account holder | $421 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |