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 | $103,399 | $150,440-31.3% | $136,294-24.1% | $147,584-29.9% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 14.74% | 1049.08%-1034.3pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $5,255 | $5,2560% | $4,695+11.9% | $4,876+7.8% |
| Participant deferral / active EE | $8,949 | $6,630+35.0% | $6,247+43.2% | $5,439+64.5% |
| Admin fee / account holder | $4,479 | $10,905-58.9% | $9,243-51.5% | $10,885-58.8% |