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 | $46,354 | $150,440-69.2% | $136,294-66.0% | $147,584-68.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.80% | 1049.08%-1027.3pp | 5155.94%-5134.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,568 | $5,256-51.1% | $4,695-45.3% | $4,876-47.3% |
| Participant deferral / active EE | $7,640 | $6,630+15.2% | $6,247+22.3% | $5,439+40.5% |
| Admin fee / account holder | $420 | $10,905-96.1% | $9,243-95.5% | $10,885-96.1% |