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 | $28,085 | $150,440-81.3% | $136,294-79.4% | $147,584-81.0% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 33.00% | 1049.08%-1016.1pp | 5155.94%-5122.9pp | 578.55%-545.5pp |
| Employer contribution / active EE | $4,311 | $5,256-18.0% | $4,695-8.2% | $4,876-11.6% |
| Participant deferral / active EE | $10,950 | $6,630+65.1% | $6,247+75.3% | $5,439+101.3% |
| Admin fee / account holder | $407 | $10,905-96.3% | $9,243-95.6% | $10,885-96.3% |