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 | $65,883 | $171,865-61.7% | $149,718-56.0% | $147,584-55.4% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 18.47% | 2113.22%-2094.7pp | 1501.63%-1483.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $4,860 | $6,275-22.6% | $5,445-10.8% | $4,876-0.3% |
| Participant deferral / active EE | $5,462 | $7,271-24.9% | $6,569-16.9% | $5,439+0.4% |
| Admin fee / account holder | $6,594 | $13,799-52.2% | $11,283-41.6% | $10,885-39.4% |