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 | $114,417 | $150,440-23.9% | $136,294-16.1% | $147,584-22.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 12.91% | 1049.08%-1036.2pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,821 | $5,256-65.4% | $4,695-61.2% | $4,876-62.7% |
| Participant deferral / active EE | $7,100 | $6,630+7.1% | $6,247+13.7% | $5,439+30.5% |
| Admin fee / account holder | $1,744 | $10,905-84.0% | $9,243-81.1% | $10,885-84.0% |