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 | $93,619 | $150,440-37.8% | $136,294-31.3% | $147,584-36.6% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 19.24% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,059 | $5,256-41.8% | $4,695-34.9% | $4,876-37.3% |
| Participant deferral / active EE | $6,984 | $6,630+5.3% | $6,247+11.8% | $5,439+28.4% |
| Admin fee / account holder | $5,612 | $10,905-48.5% | $9,243-39.3% | $10,885-48.4% |