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 | $118,154 | $150,440-21.5% | $136,294-13.3% | $147,584-19.9% |
| Participation rate | 73.9% | 84.4%-10.5pp | 81.9%-8.0pp | 82.8%-8.9pp |
| Annual return | 12.25% | 1049.08%-1036.8pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $4,279 | $5,256-18.6% | $4,695-8.9% | $4,876-12.2% |
| Participant deferral / active EE | $7,330 | $6,630+10.6% | $6,247+17.3% | $5,439+34.8% |
| Admin fee / account holder | $21,299 | $10,905+95.3% | $9,243+130.4% | $10,885+95.7% |