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 | $34,017 | $150,440-77.4% | $136,294-75.0% | $147,584-77.0% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 15.74% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,537 | $5,256-70.7% | $4,695-67.3% | $4,876-68.5% |
| Participant deferral / active EE | $2,753 | $6,630-58.5% | $6,247-55.9% | $5,439-49.4% |
| Admin fee / account holder | $6,058 | $10,905-44.5% | $9,243-34.5% | $10,885-44.3% |