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 | $39,782 | $150,440-73.6% | $136,294-70.8% | $147,584-73.0% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 15.75% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,865 | $5,256-45.5% | $4,695-39.0% | $4,876-41.2% |
| Participant deferral / active EE | $5,040 | $6,630-24.0% | $6,247-19.3% | $5,439-7.3% |
| Admin fee / account holder | $7,319 | $10,905-32.9% | $9,243-20.8% | $10,885-32.8% |