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 | $99,664 | $150,440-33.8% | $136,294-26.9% | $147,584-32.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 20.97% | 1049.08%-1028.1pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $3,729 | $5,256-29.1% | $4,695-20.6% | $4,876-23.5% |
| Participant deferral / active EE | $2,544 | $6,630-61.6% | $6,247-59.3% | $5,439-53.2% |
| Admin fee / account holder | $16,504 | $10,905+51.3% | $9,243+78.5% | $10,885+51.6% |