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 | $114,743 | $150,440-23.7% | $136,294-15.8% | $147,584-22.3% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 19.31% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,518 | $5,256-52.1% | $4,695-46.4% | $4,876-48.4% |
| Participant deferral / active EE | $7,510 | $6,630+13.3% | $6,247+20.2% | $5,439+38.1% |
| Admin fee / account holder | $2,632 | $10,905-75.9% | $9,243-71.5% | $10,885-75.8% |