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 | $85,107 | $150,440-43.4% | $136,294-37.6% | $147,584-42.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 15.60% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,719 | $5,256-48.3% | $4,695-42.1% | $4,876-44.2% |
| Participant deferral / active EE | $4,191 | $6,630-36.8% | $6,247-32.9% | $5,439-22.9% |
| Admin fee / account holder | $13,495 | $10,905+23.7% | $9,243+46.0% | $10,885+24.0% |