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 | $84,883 | $150,440-43.6% | $136,294-37.7% | $147,584-42.5% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 16.85% | 1049.08%-1032.2pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,928 | $5,256-44.3% | $4,695-37.6% | $4,876-40.0% |
| Participant deferral / active EE | $8,362 | $6,630+26.1% | $6,247+33.9% | $5,439+53.8% |
| Admin fee / account holder | $3,412 | $10,905-68.7% | $9,243-63.1% | $10,885-68.7% |