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 | $56,582 | $150,440-62.4% | $136,294-58.5% | $147,584-61.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 28.37% | 1049.08%-1020.7pp | 5155.94%-5127.6pp | 578.55%-550.2pp |
| Employer contribution / active EE | $3,621 | $5,256-31.1% | $4,695-22.9% | $4,876-25.8% |
| Participant deferral / active EE | $6,754 | $6,630+1.9% | $6,247+8.1% | $5,439+24.2% |
| Admin fee / account holder | $9,999 | $10,905-8.3% | $9,243+8.2% | $10,885-8.1% |