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 | $134,449 | $150,440-10.6% | $136,294-1.4% | $147,584-8.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.66% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $7,009 | $5,256+33.3% | $4,695+49.3% | $4,876+43.7% |
| Participant deferral / active EE | $9,933 | $6,630+49.8% | $6,247+59.0% | $5,439+82.6% |
| Admin fee / account holder | $5,608 | $10,905-48.6% | $9,243-39.3% | $10,885-48.5% |