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 | $43,275 | $150,440-71.2% | $136,294-68.2% | $147,584-70.7% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 20.73% | 1049.08%-1028.4pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $4,177 | $5,256-20.5% | $4,695-11.0% | $4,876-14.3% |
| Participant deferral / active EE | $8,539 | $6,630+28.8% | $6,247+36.7% | $5,439+57.0% |
| Admin fee / account holder | $1,436 | $10,905-86.8% | $9,243-84.5% | $10,885-86.8% |