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 | $90,774 | $171,865-47.2% | $149,718-39.4% | $147,584-38.5% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 17.22% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,345 | $6,275-78.6% | $5,445-75.3% | $4,876-72.4% |
| Participant deferral / active EE | $4,026 | $7,271-44.6% | $6,569-38.7% | $5,439-26.0% |
| Admin fee / account holder | $640 | $13,799-95.4% | $11,283-94.3% | $10,885-94.1% |