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 | $30,794 | $150,440-79.5% | $136,294-77.4% | $147,584-79.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 22.58% | 1049.08%-1026.5pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,797 | $5,256-46.8% | $4,695-40.4% | $4,876-42.6% |
| Participant deferral / active EE | $5,098 | $6,630-23.1% | $6,247-18.4% | $5,439-6.3% |
| Admin fee / account holder | $4,184 | $10,905-61.6% | $9,243-54.7% | $10,885-61.6% |