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 | $69,489 | $150,440-53.8% | $136,294-49.0% | $147,584-52.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 10.79% | 1049.08%-1038.3pp | 5155.94%-5145.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $4,849 | $5,256-7.7% | $4,695+3.3% | $4,876-0.6% |
| Participant deferral / active EE | $7,783 | $6,630+17.4% | $6,247+24.6% | $5,439+43.1% |
| Admin fee / account holder | $344 | $10,905-96.8% | $9,243-96.3% | $10,885-96.8% |