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 | $46,079 | $150,440-69.4% | $136,294-66.2% | $147,584-68.8% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.68% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,086 | $5,256-60.3% | $4,695-55.6% | $4,876-57.2% |
| Participant deferral / active EE | $9,236 | $6,630+39.3% | $6,247+47.9% | $5,439+69.8% |
| Admin fee / account holder | $7,562 | $10,905-30.7% | $9,243-18.2% | $10,885-30.5% |