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 | $71,432 | $150,440-52.5% | $136,294-47.6% | $147,584-51.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.60% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $7,756 | $5,256+47.6% | $4,695+65.2% | $4,876+59.1% |
| Participant deferral / active EE | $13,717 | $6,630+106.9% | $6,247+119.6% | $5,439+152.2% |
| Admin fee / account holder | $632 | $10,905-94.2% | $9,243-93.2% | $10,885-94.2% |