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 | $158,863 | $150,440+5.6% | $136,294+16.6% | $147,584+7.6% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 20.31% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,527 | $5,256-71.0% | $4,695-67.5% | $4,876-68.7% |
| Participant deferral / active EE | $4,513 | $6,630-31.9% | $6,247-27.8% | $5,439-17.0% |
| Admin fee / account holder | $3,518 | $10,905-67.7% | $9,243-61.9% | $10,885-67.7% |