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 | $81,549 | $171,865-52.6% | $149,718-45.5% | $147,584-44.7% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 13.75% | 2113.22%-2099.5pp | 1501.63%-1487.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $8,089 | $6,275+28.9% | $5,445+48.6% | $4,876+65.9% |
| Participant deferral / active EE | $4,544 | $7,271-37.5% | $6,569-30.8% | $5,439-16.4% |
| Admin fee / account holder | $28,870 | $13,799+109.2% | $11,283+155.9% | $10,885+165.2% |