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 | $134,998 | $150,440-10.3% | $136,294-1.0% | $147,584-8.5% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 13.80% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $4,639 | $5,256-11.7% | $4,695-1.2% | $4,876-4.9% |
| Participant deferral / active EE | $8,820 | $6,630+33.0% | $6,247+41.2% | $5,439+62.2% |
| Admin fee / account holder | $5,570 | $10,905-48.9% | $9,243-39.7% | $10,885-48.8% |