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 | $52,977 | $150,440-64.8% | $136,294-61.1% | $147,584-64.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 11.84% | 1049.08%-1037.2pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,218 | $5,256-76.8% | $4,695-74.1% | $4,876-75.0% |
| Participant deferral / active EE | $4,849 | $6,630-26.9% | $6,247-22.4% | $5,439-10.8% |
| Admin fee / account holder | $1,235 | $10,905-88.7% | $9,243-86.6% | $10,885-88.7% |