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 | $98,278 | $150,440-34.7% | $136,294-27.9% | $147,584-33.4% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 11.93% | 1049.08%-1037.2pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,375 | $5,256-54.8% | $4,695-49.4% | $4,876-51.3% |
| Participant deferral / active EE | $6,750 | $6,630+1.8% | $6,247+8.1% | $5,439+24.1% |
| Admin fee / account holder | $9,033 | $10,905-17.2% | $9,243-2.3% | $10,885-17.0% |