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 | $90,348 | $171,865-47.4% | $149,718-39.7% | $147,584-38.8% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 19.32% | 2113.22%-2093.9pp | 1501.63%-1482.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $6,311 | $6,275+0.6% | $5,445+15.9% | $4,876+29.4% |
| Participant deferral / active EE | $14,306 | $7,271+96.8% | $6,569+117.8% | $5,439+163.0% |
| Admin fee / account holder | $2,907 | $13,799-78.9% | $11,283-74.2% | $10,885-73.3% |