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 | $121,583 | $150,440-19.2% | $136,294-10.8% | $147,584-17.6% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 24.01% | 1049.08%-1025.1pp | 5155.94%-5131.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $1,862 | $5,256-64.6% | $4,695-60.3% | $4,876-61.8% |
| Participant deferral / active EE | $8,965 | $6,630+35.2% | $6,247+43.5% | $5,439+64.8% |
| Admin fee / account holder | $303 | $10,905-97.2% | $9,243-96.7% | $10,885-97.2% |