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 | $132,151 | $171,865-23.1% | $149,718-11.7% | $147,584-10.5% |
| Participation rate | 91.3% | 88.2%+3.1pp | 87.1%+4.2pp | 82.8%+8.5pp |
| Annual return | 10.20% | 2113.22%-2103.0pp | 1501.63%-1491.4pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,494 | $6,275-76.2% | $5,445-72.6% | $4,876-69.4% |
| Participant deferral / active EE | $4,834 | $7,271-33.5% | $6,569-26.4% | $5,439-11.1% |
| Admin fee / account holder | $839 | $13,799-93.9% | $11,283-92.6% | $10,885-92.3% |