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 | $51,202 | $150,440-66.0% | $136,294-62.4% | $147,584-65.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.21% | 1049.08%-1034.9pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,501 | $5,256-52.4% | $4,695-46.7% | $4,876-48.7% |
| Participant deferral / active EE | $2,501 | $6,630-62.3% | $6,247-60.0% | $5,439-54.0% |
| Admin fee / account holder | $4,709 | $10,905-56.8% | $9,243-49.1% | $10,885-56.7% |