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 | $54,239 | $150,440-63.9% | $136,294-60.2% | $147,584-63.2% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 15.19% | 1049.08%-1033.9pp | 5155.94%-5140.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $6,793 | $5,256+29.2% | $4,695+44.7% | $4,876+39.3% |
| Participant deferral / active EE | $9,164 | $6,630+38.2% | $6,247+46.7% | $5,439+68.5% |
| Admin fee / account holder | $14,377 | $10,905+31.8% | $9,243+55.5% | $10,885+32.1% |