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 | $127,176 | $150,440-15.5% | $136,294-6.7% | $147,584-13.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 11.43% | 1049.08%-1037.7pp | 5155.94%-5144.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,805 | $5,256-65.7% | $4,695-61.5% | $4,876-63.0% |
| Participant deferral / active EE | $4,148 | $6,630-37.4% | $6,247-33.6% | $5,439-23.7% |
| Admin fee / account holder | $28,371 | $10,905+160.2% | $9,243+206.9% | $10,885+160.6% |