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 | $106,239 | $150,440-29.4% | $136,294-22.1% | $147,584-28.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.54% | 1049.08%-1033.5pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,970 | $5,256-62.5% | $4,695-58.0% | $4,876-59.6% |
| Participant deferral / active EE | $9,402 | $6,630+41.8% | $6,247+50.5% | $5,439+72.9% |
| Admin fee / account holder | $48,465 | $10,905+344.4% | $9,243+424.3% | $10,885+345.2% |