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 | $122,111 | $150,440-18.8% | $136,294-10.4% | $147,584-17.3% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 13.54% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,707 | $5,256-48.5% | $4,695-42.4% | $4,876-44.5% |
| Participant deferral / active EE | $8,650 | $6,630+30.5% | $6,247+38.5% | $5,439+59.0% |
| Admin fee / account holder | $10,907 | $10,9050% | $9,243+18.0% | $10,885+0.2% |