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 | $114,710 | $150,440-23.8% | $136,294-15.8% | $147,584-22.3% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 20.20% | 1049.08%-1028.9pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $6,134 | $5,256+16.7% | $4,695+30.6% | $4,876+25.8% |
| Participant deferral / active EE | $6,876 | $6,630+3.7% | $6,247+10.1% | $5,439+26.4% |
| Admin fee / account holder | $865 | $10,905-92.1% | $9,243-90.6% | $10,885-92.1% |