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 | $66,581 | $150,440-55.7% | $136,294-51.1% | $147,584-54.9% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 20.47% | 1049.08%-1028.6pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,888 | $5,256-64.1% | $4,695-59.8% | $4,876-61.3% |
| Participant deferral / active EE | $3,403 | $6,630-48.7% | $6,247-45.5% | $5,439-37.4% |
| Admin fee / account holder | $982 | $10,905-91.0% | $9,243-89.4% | $10,885-91.0% |