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 | $100,009 | $150,440-33.5% | $136,294-26.6% | $147,584-32.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 23.37% | 1049.08%-1025.7pp | 5155.94%-5132.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $4,168 | $5,256-20.7% | $4,695-11.2% | $4,876-14.5% |
| Participant deferral / active EE | $7,546 | $6,630+13.8% | $6,247+20.8% | $5,439+38.7% |
| Admin fee / account holder | $4,593 | $10,905-57.9% | $9,243-50.3% | $10,885-57.8% |