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 | $74,682 | $150,440-50.4% | $136,294-45.2% | $147,584-49.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 24.84% | 1049.08%-1024.2pp | 5155.94%-5131.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $1,577 | $5,256-70.0% | $4,695-66.4% | $4,876-67.7% |
| Participant deferral / active EE | $4,596 | $6,630-30.7% | $6,247-26.4% | $5,439-15.5% |
| Admin fee / account holder | $11,463 | $10,905+5.1% | $9,243+24.0% | $10,885+5.3% |