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 | $121,547 | $150,440-19.2% | $136,294-10.8% | $147,584-17.6% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 21.28% | 1049.08%-1027.8pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,994 | $5,256-43.0% | $4,695-36.2% | $4,876-38.6% |
| Participant deferral / active EE | $6,258 | $6,630-5.6% | $6,247+0.2% | $5,439+15.1% |
| Admin fee / account holder | $1,208 | $10,905-88.9% | $9,243-86.9% | $10,885-88.9% |