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 | $114,354 | $150,440-24.0% | $136,294-16.1% | $147,584-22.5% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 15.60% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $4,834 | $5,256-8.0% | $4,695+3.0% | $4,876-0.9% |
| Participant deferral / active EE | $9,963 | $6,630+50.3% | $6,247+59.5% | $5,439+83.2% |
| Admin fee / account holder | $39,171 | $10,905+259.2% | $9,243+323.8% | $10,885+259.9% |