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 | $42,126 | $150,440-72.0% | $136,294-69.1% | $147,584-71.5% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 13.86% | 1049.08%-1035.2pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,098 | $5,256-79.1% | $4,695-76.6% | $4,876-77.5% |
| Participant deferral / active EE | $2,383 | $6,630-64.1% | $6,247-61.8% | $5,439-56.2% |
| Admin fee / account holder | $1,589 | $10,905-85.4% | $9,243-82.8% | $10,885-85.4% |