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 | $70,124 | $150,440-53.4% | $136,294-48.5% | $147,584-52.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 25.07% | 1049.08%-1024.0pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,132 | $5,256-78.5% | $4,695-75.9% | $4,876-76.8% |
| Participant deferral / active EE | $7,521 | $6,630+13.4% | $6,247+20.4% | $5,439+38.3% |
| Admin fee / account holder | $635 | $10,905-94.2% | $9,243-93.1% | $10,885-94.2% |