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 | $25,689 | $150,440-82.9% | $136,294-81.2% | $147,584-82.6% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 12.19% | 1049.08%-1036.9pp | 5155.94%-5143.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,996 | $5,256-62.0% | $4,695-57.5% | $4,876-59.1% |
| Participant deferral / active EE | $6,274 | $6,630-5.4% | $6,247+0.4% | $5,439+15.4% |
| Admin fee / account holder | $352 | $10,905-96.8% | $9,243-96.2% | $10,885-96.8% |