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 | $122,113 | $171,865-28.9% | $149,718-18.4% | $147,584-17.3% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 14.05% | 2113.22%-2099.2pp | 1501.63%-1487.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,456 | $6,275-60.9% | $5,445-54.9% | $4,876-49.6% |
| Participant deferral / active EE | $5,085 | $7,271-30.1% | $6,569-22.6% | $5,439-6.5% |
| Admin fee / account holder | $2,978 | $13,799-78.4% | $11,283-73.6% | $10,885-72.6% |