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 | $98,074 | $150,440-34.8% | $136,294-28.0% | $147,584-33.5% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 18.07% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,114 | $5,256-59.8% | $4,695-55.0% | $4,876-56.6% |
| Participant deferral / active EE | $13,405 | $6,630+102.2% | $6,247+114.6% | $5,439+146.5% |
| Admin fee / account holder | $24,674 | $10,905+126.3% | $9,243+166.9% | $10,885+126.7% |