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 | $176,103 | $150,440+17.1% | $136,294+29.2% | $147,584+19.3% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 12.48% | 1049.08%-1036.6pp | 5155.94%-5143.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $5,505 | $5,256+4.7% | $4,695+17.2% | $4,876+12.9% |
| Participant deferral / active EE | $3,721 | $6,630-43.9% | $6,247-40.4% | $5,439-31.6% |
| Admin fee / account holder | $1,105 | $10,905-89.9% | $9,243-88.0% | $10,885-89.8% |