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 | $166,535 | $150,440+10.7% | $136,294+22.2% | $147,584+12.8% |
| Participation rate | 78.3% | 84.4%-6.2pp | 81.9%-3.7pp | 82.8%-4.6pp |
| Annual return | 13.57% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,778 | $5,256-66.2% | $4,695-62.1% | $4,876-63.5% |
| Participant deferral / active EE | $3,143 | $6,630-52.6% | $6,247-49.7% | $5,439-42.2% |
| Admin fee / account holder | $2,014 | $10,905-81.5% | $9,243-78.2% | $10,885-81.5% |