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 | $54,358 | $150,440-63.9% | $136,294-60.1% | $147,584-63.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.56% | 1049.08%-1033.5pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $8,738 | $5,256+66.3% | $4,695+86.1% | $4,876+79.2% |
| Participant deferral / active EE | $6,493 | $6,630-2.1% | $6,247+3.9% | $5,439+19.4% |
| Admin fee / account holder | $37,056 | $10,905+239.8% | $9,243+300.9% | $10,885+240.4% |