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 9-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 | $61,766 | $150,440-58.9% | $136,294-54.7% | $147,584-58.1% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 22.14% | 1049.08%-1026.9pp | 5155.94%-5133.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $12,918 | $5,256+145.8% | $4,695+175.1% | $4,876+164.9% |
| Participant deferral / active EE | $3,618 | $6,630-45.4% | $6,247-42.1% | $5,439-33.5% |
| Admin fee / account holder | $630 | $10,905-94.2% | $9,243-93.2% | $10,885-94.2% |