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 | $112,035 | $150,440-25.5% | $136,294-17.8% | $147,584-24.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.73% | 1049.08%-1035.4pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,169 | $5,256-58.7% | $4,695-53.8% | $4,876-55.5% |
| Participant deferral / active EE | $5,641 | $6,630-14.9% | $6,247-9.7% | $5,439+3.7% |
| Admin fee / account holder | $1,820 | $10,905-83.3% | $9,243-80.3% | $10,885-83.3% |