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 | $124,893 | $150,440-17.0% | $136,294-8.4% | $147,584-15.4% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 12.72% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $3,753 | $5,256-28.6% | $4,695-20.1% | $4,876-23.0% |
| Participant deferral / active EE | $9,048 | $6,630+36.5% | $6,247+44.8% | $5,439+66.4% |
| Admin fee / account holder | $2,313 | $10,905-78.8% | $9,243-75.0% | $10,885-78.7% |