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 | $104,944 | $150,440-30.2% | $136,294-23.0% | $147,584-28.9% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 13.31% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $5,854 | $5,256+11.4% | $4,695+24.7% | $4,876+20.0% |
| Participant deferral / active EE | $9,881 | $6,630+49.0% | $6,247+58.2% | $5,439+81.7% |
| Admin fee / account holder | $2,293 | $10,905-79.0% | $9,243-75.2% | $10,885-78.9% |