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 | $114,337 | $171,865-33.5% | $149,718-23.6% | $147,584-22.5% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 12.23% | 2113.22%-2101.0pp | 1501.63%-1489.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,241 | $6,275-64.3% | $5,445-58.8% | $4,876-54.0% |
| Participant deferral / active EE | $3,647 | $7,271-49.8% | $6,569-44.5% | $5,439-33.0% |
| Admin fee / account holder | $1,872 | $13,799-86.4% | $11,283-83.4% | $10,885-82.8% |