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 | $87,712 | $150,440-41.7% | $136,294-35.6% | $147,584-40.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.92% | 1049.08%-1030.2pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,221 | $5,256-57.7% | $4,695-52.7% | $4,876-54.4% |
| Participant deferral / active EE | $5,874 | $6,630-11.4% | $6,247-6.0% | $5,439+8.0% |
| Admin fee / account holder | $462 | $10,905-95.8% | $9,243-95.0% | $10,885-95.8% |