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 | $77,971 | $150,440-48.2% | $136,294-42.8% | $147,584-47.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.22% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $4,528 | $5,256-13.8% | $4,695-3.6% | $4,876-7.1% |
| Participant deferral / active EE | $12,401 | $6,630+87.0% | $6,247+98.5% | $5,439+128.0% |
| Admin fee / account holder | $2,563 | $10,905-76.5% | $9,243-72.3% | $10,885-76.5% |