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 | $102,088 | $150,440-32.1% | $136,294-25.1% | $147,584-30.8% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 17.99% | 1049.08%-1031.1pp | 5155.94%-5137.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $3,329 | $5,256-36.7% | $4,695-29.1% | $4,876-31.7% |
| Participant deferral / active EE | $8,799 | $6,630+32.7% | $6,247+40.8% | $5,439+61.8% |
| Admin fee / account holder | $1,854 | $10,905-83.0% | $9,243-79.9% | $10,885-83.0% |