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 | $122,351 | $150,440-18.7% | $136,294-10.2% | $147,584-17.1% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 19.97% | 1049.08%-1029.1pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $3,031 | $5,256-42.3% | $4,695-35.5% | $4,876-37.9% |
| Participant deferral / active EE | $7,925 | $6,630+19.5% | $6,247+26.9% | $5,439+45.7% |
| Admin fee / account holder | $630 | $10,905-94.2% | $9,243-93.2% | $10,885-94.2% |