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 | $28,537 | $150,440-81.0% | $136,294-79.1% | $147,584-80.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 22.10% | 1049.08%-1027.0pp | 5155.94%-5133.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $2,853 | $5,256-45.7% | $4,695-39.2% | $4,876-41.5% |
| Participant deferral / active EE | $5,432 | $6,630-18.1% | $6,247-13.1% | $5,439-0.1% |
| Admin fee / account holder | $2,432 | $10,905-77.7% | $9,243-73.7% | $10,885-77.7% |