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 | $27,547 | $150,440-81.7% | $136,294-79.8% | $147,584-81.3% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 10.82% | 1049.08%-1038.3pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,504 | $5,256-52.4% | $4,695-46.7% | $4,876-48.6% |
| Participant deferral / active EE | $5,319 | $6,630-19.8% | $6,247-14.9% | $5,439-2.2% |
| Admin fee / account holder | $706 | $10,905-93.5% | $9,243-92.4% | $10,885-93.5% |