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 | $97,262 | $171,865-43.4% | $149,718-35.0% | $147,584-34.1% |
| Participation rate | 76.2% | 88.2%-12.0pp | 87.1%-10.9pp | 82.8%-6.6pp |
| Annual return | 19.87% | 2113.22%-2093.3pp | 1501.63%-1481.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $6,706 | $6,275+6.9% | $5,445+23.2% | $4,876+37.5% |
| Participant deferral / active EE | $7,517 | $7,271+3.4% | $6,569+14.4% | $5,439+38.2% |
| Admin fee / account holder | $4,058 | $13,799-70.6% | $11,283-64.0% | $10,885-62.7% |