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 | $123,055 | $150,440-18.2% | $136,294-9.7% | $147,584-16.6% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 15.24% | 1049.08%-1033.8pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,329 | $5,256-55.7% | $4,695-50.4% | $4,876-52.2% |
| Participant deferral / active EE | $6,619 | $6,630-0.2% | $6,247+5.9% | $5,439+21.7% |
| Admin fee / account holder | $16,492 | $10,905+51.2% | $9,243+78.4% | $10,885+51.5% |