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 | $23,991 | $150,440-84.1% | $136,294-82.4% | $147,584-83.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.68% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,803 | $5,256-65.7% | $4,695-61.6% | $4,876-63.0% |
| Participant deferral / active EE | $5,460 | $6,630-17.7% | $6,247-12.6% | $5,439+0.4% |
| Admin fee / account holder | $552 | $10,905-94.9% | $9,243-94.0% | $10,885-94.9% |