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 | $103,281 | $171,865-39.9% | $149,718-31.0% | $147,584-30.0% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 23.03% | 2113.22%-2090.2pp | 1501.63%-1478.6pp | 578.55%-555.5pp |
| Employer contribution / active EE | $6,926 | $6,275+10.4% | $5,445+27.2% | $4,876+42.0% |
| Participant deferral / active EE | $5,217 | $7,271-28.3% | $6,569-20.6% | $5,439-4.1% |
| Admin fee / account holder | $4,551 | $13,799-67.0% | $11,283-59.7% | $10,885-58.2% |