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 | $64,246 | $150,440-57.3% | $136,294-52.9% | $147,584-56.5% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 16.63% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,969 | $5,256-62.5% | $4,695-58.1% | $4,876-59.6% |
| Participant deferral / active EE | $4,629 | $6,630-30.2% | $6,247-25.9% | $5,439-14.9% |
| Admin fee / account holder | $7,032 | $10,905-35.5% | $9,243-23.9% | $10,885-35.4% |