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 | $56,979 | $150,440-62.1% | $136,294-58.2% | $147,584-61.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.47% | 1049.08%-1032.6pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,599 | $5,256-12.5% | $4,695-2.1% | $4,876-5.7% |
| Participant deferral / active EE | $10,289 | $6,630+55.2% | $6,247+64.7% | $5,439+89.2% |
| Admin fee / account holder | $6,261 | $10,905-42.6% | $9,243-32.3% | $10,885-42.5% |