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 | $85,342 | $150,440-43.3% | $136,294-37.4% | $147,584-42.2% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 23.02% | 1049.08%-1026.1pp | 5155.94%-5132.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $4,572 | $5,256-13.0% | $4,695-2.6% | $4,876-6.2% |
| Participant deferral / active EE | $5,995 | $6,630-9.6% | $6,247-4.0% | $5,439+10.2% |
| Admin fee / account holder | $3,964 | $10,905-63.6% | $9,243-57.1% | $10,885-63.6% |