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 9-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 | $54,096 | $185,200-70.8% | $142,863-62.1% | $167,490-67.7% |
| Participation rate | 77.8% | 78.4%-0.7pp | 71.9%+5.8pp | 82.1%-4.3pp |
| Annual return | 7.43% | 8555.70%-8548.3pp | 5637.54%-5630.1pp | 478.56%-471.1pp |
| Employer contribution / active EE | $4,819 | $5,604-14.0% | $4,144+16.3% | $4,837-0.4% |
| Participant deferral / active EE | $7,438 | $4,494+65.5% | $3,837+93.9% | $6,341+17.3% |
| Admin fee / account holder | $4,152 | $8,031-48.3% | $6,560-36.7% | $12,309-66.3% |