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 | $66,169 | $150,440-56.0% | $136,294-51.5% | $147,584-55.2% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 18.76% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,742 | $5,256-47.8% | $4,695-41.6% | $4,876-43.8% |
| Participant deferral / active EE | $5,353 | $6,630-19.3% | $6,247-14.3% | $5,439-1.6% |
| Admin fee / account holder | $1,157 | $10,905-89.4% | $9,243-87.5% | $10,885-89.4% |