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 | $111,334 | $150,440-26.0% | $136,294-18.3% | $147,584-24.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 14.73% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,301 | $5,256-75.2% | $4,695-72.3% | $4,876-73.3% |
| Participant deferral / active EE | $3,603 | $6,630-45.7% | $6,247-42.3% | $5,439-33.8% |
| Admin fee / account holder | $986 | $10,905-91.0% | $9,243-89.3% | $10,885-90.9% |