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 | $128,753 | $150,440-14.4% | $136,294-5.5% | $147,584-12.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 12.96% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $4,561 | $5,256-13.2% | $4,695-2.9% | $4,876-6.5% |
| Participant deferral / active EE | $9,013 | $6,630+35.9% | $6,247+44.3% | $5,439+65.7% |
| Admin fee / account holder | $6,902 | $10,905-36.7% | $9,243-25.3% | $10,885-36.6% |