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 9-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 | $121,030 | $150,440-19.5% | $136,294-11.2% | $147,584-18.0% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 12.19% | 1049.08%-1036.9pp | 5155.94%-5143.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $2,880 | $5,256-45.2% | $4,695-38.7% | $4,876-40.9% |
| Participant deferral / active EE | $8,765 | $6,630+32.2% | $6,247+40.3% | $5,439+61.2% |
| Admin fee / account holder | $79,169 | $10,905+626.0% | $9,243+756.5% | $10,885+627.3% |