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 | $55,832 | $150,440-62.9% | $136,294-59.0% | $147,584-62.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.64% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $5,263 | $5,256+0.1% | $4,695+12.1% | $4,876+7.9% |
| Participant deferral / active EE | $7,520 | $6,630+13.4% | $6,247+20.4% | $5,439+38.3% |
| Admin fee / account holder | $3,467 | $10,905-68.2% | $9,243-62.5% | $10,885-68.1% |