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 | $127,164 | $150,440-15.5% | $136,294-6.7% | $147,584-13.8% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 20.70% | 1049.08%-1028.4pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $3,363 | $5,256-36.0% | $4,695-28.4% | $4,876-31.0% |
| Participant deferral / active EE | $6,756 | $6,630+1.9% | $6,247+8.1% | $5,439+24.2% |
| Admin fee / account holder | $4,144 | $10,905-62.0% | $9,243-55.2% | $10,885-61.9% |