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 | $99,254 | $150,440-34.0% | $136,294-27.2% | $147,584-32.7% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 16.43% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,060 | $5,256-79.8% | $4,695-77.4% | $4,876-78.3% |
| Participant deferral / active EE | $12,304 | $6,630+85.6% | $6,247+97.0% | $5,439+126.2% |
| Admin fee / account holder | $2,319 | $10,905-78.7% | $9,243-74.9% | $10,885-78.7% |