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 | $137,651 | $171,865-19.9% | $149,718-8.1% | $147,584-6.7% |
| Participation rate | 95.5% | 88.2%+7.3pp | 87.1%+8.4pp | 82.8%+12.6pp |
| Annual return | 12.15% | 2113.22%-2101.1pp | 1501.63%-1489.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $5,273 | $6,275-16.0% | $5,445-3.1% | $4,876+8.1% |
| Participant deferral / active EE | $9,867 | $7,271+35.7% | $6,569+50.2% | $5,439+81.4% |
| Admin fee / account holder | $1,254 | $13,799-90.9% | $11,283-88.9% | $10,885-88.5% |