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 | $80,875 | $150,440-46.2% | $136,294-40.7% | $147,584-45.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.97% | 1049.08%-1035.1pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,289 | $5,256-56.5% | $4,695-51.3% | $4,876-53.1% |
| Participant deferral / active EE | $9,213 | $6,630+38.9% | $6,247+47.5% | $5,439+69.4% |
| Admin fee / account holder | $1,056 | $10,905-90.3% | $9,243-88.6% | $10,885-90.3% |