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 | $103,872 | $150,440-31.0% | $136,294-23.8% | $147,584-29.6% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 15.70% | 1049.08%-1033.4pp | 5155.94%-5140.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $5,630 | $5,256+7.1% | $4,695+19.9% | $4,876+15.5% |
| Participant deferral / active EE | $5,973 | $6,630-9.9% | $6,247-4.4% | $5,439+9.8% |
| Admin fee / account holder | $3,552 | $10,905-67.4% | $9,243-61.6% | $10,885-67.4% |