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 | $69,763 | $150,440-53.6% | $136,294-48.8% | $147,584-52.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 18.17% | 1049.08%-1030.9pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,649 | $5,256-30.6% | $4,695-22.3% | $4,876-25.2% |
| Participant deferral / active EE | $8,156 | $6,630+23.0% | $6,247+30.5% | $5,439+50.0% |
| Admin fee / account holder | $2,774 | $10,905-74.6% | $9,243-70.0% | $10,885-74.5% |