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 | $97,285 | $171,865-43.4% | $149,718-35.0% | $147,584-34.1% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 13.63% | 2113.22%-2099.6pp | 1501.63%-1488.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $5,186 | $6,275-17.4% | $5,445-4.8% | $4,876+6.3% |
| Participant deferral / active EE | $10,868 | $7,271+49.5% | $6,569+65.4% | $5,439+99.8% |
| Admin fee / account holder | $1,007 | $13,799-92.7% | $11,283-91.1% | $10,885-90.7% |