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 | $86,484 | $150,440-42.5% | $136,294-36.5% | $147,584-41.4% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 29.77% | 1049.08%-1019.3pp | 5155.94%-5126.2pp | 578.55%-548.8pp |
| Employer contribution / active EE | $3,077 | $5,256-41.5% | $4,695-34.5% | $4,876-36.9% |
| Participant deferral / active EE | $8,125 | $6,630+22.5% | $6,247+30.1% | $5,439+49.4% |
| Admin fee / account holder | $1,575 | $10,905-85.6% | $9,243-83.0% | $10,885-85.5% |