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 | $128,669 | $150,440-14.5% | $136,294-5.6% | $147,584-12.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.87% | 1049.08%-1029.2pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,175 | $5,256-39.6% | $4,695-32.4% | $4,876-34.9% |
| Participant deferral / active EE | $5,380 | $6,630-18.9% | $6,247-13.9% | $5,439-1.1% |
| Admin fee / account holder | $389 | $10,905-96.4% | $9,243-95.8% | $10,885-96.4% |