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 | $81,974 | $171,865-52.3% | $149,718-45.2% | $147,584-44.5% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 14.67% | 2113.22%-2098.5pp | 1501.63%-1487.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $4,533 | $6,275-27.8% | $5,445-16.7% | $4,876-7.0% |
| Participant deferral / active EE | $10,210 | $7,271+40.4% | $6,569+55.4% | $5,439+87.7% |
| Admin fee / account holder | $35,910 | $13,799+160.2% | $11,283+218.3% | $10,885+229.9% |