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 | $178,674 | $150,440+18.8% | $136,294+31.1% | $147,584+21.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.57% | 1049.08%-1032.5pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,505 | $5,256-33.3% | $4,695-25.3% | $4,876-28.1% |
| Participant deferral / active EE | $3,191 | $6,630-51.9% | $6,247-48.9% | $5,439-41.3% |
| Admin fee / account holder | $1,156 | $10,905-89.4% | $9,243-87.5% | $10,885-89.4% |