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 | $55,858 | $150,440-62.9% | $136,294-59.0% | $147,584-62.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.77% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,017 | $5,256-42.6% | $4,695-35.8% | $4,876-38.1% |
| Participant deferral / active EE | $12,083 | $6,630+82.2% | $6,247+93.4% | $5,439+122.2% |
| Admin fee / account holder | $21,383 | $10,905+96.1% | $9,243+131.3% | $10,885+96.4% |