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 | $41,033 | $150,440-72.7% | $136,294-69.9% | $147,584-72.2% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 16.10% | 1049.08%-1033.0pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,993 | $5,256-62.1% | $4,695-57.6% | $4,876-59.1% |
| Participant deferral / active EE | $2,617 | $6,630-60.5% | $6,247-58.1% | $5,439-51.9% |
| Admin fee / account holder | $1,978 | $10,905-81.9% | $9,243-78.6% | $10,885-81.8% |