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 | $109,950 | $150,440-26.9% | $136,294-19.3% | $147,584-25.5% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 15.18% | 1049.08%-1033.9pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,452 | $5,256-53.4% | $4,695-47.8% | $4,876-49.7% |
| Participant deferral / active EE | $6,541 | $6,630-1.3% | $6,247+4.7% | $5,439+20.3% |
| Admin fee / account holder | $358 | $10,905-96.7% | $9,243-96.1% | $10,885-96.7% |