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 | $53,695 | $150,440-64.3% | $136,294-60.6% | $147,584-63.6% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 15.96% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,645 | $5,256-68.7% | $4,695-65.0% | $4,876-66.3% |
| Participant deferral / active EE | $2,992 | $6,630-54.9% | $6,247-52.1% | $5,439-45.0% |
| Admin fee / account holder | $333 | $10,905-96.9% | $9,243-96.4% | $10,885-96.9% |