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 | $118,247 | $150,440-21.4% | $136,294-13.2% | $147,584-19.9% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 17.77% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,872 | $5,256-64.4% | $4,695-60.1% | $4,876-61.6% |
| Participant deferral / active EE | $6,761 | $6,630+2.0% | $6,247+8.2% | $5,439+24.3% |
| Admin fee / account holder | $834 | $10,905-92.4% | $9,243-91.0% | $10,885-92.3% |