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 | $65,650 | $150,440-56.4% | $136,294-51.8% | $147,584-55.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.84% | 1049.08%-1026.2pp | 5155.94%-5133.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $1,881 | $5,256-64.2% | $4,695-59.9% | $4,876-61.4% |
| Participant deferral / active EE | $10,119 | $6,630+52.6% | $6,247+62.0% | $5,439+86.0% |
| Admin fee / account holder | $486 | $10,905-95.5% | $9,243-94.7% | $10,885-95.5% |