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 9-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 | $24,863 | $150,440-83.5% | $136,294-81.8% | $147,584-83.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 23.36% | 1049.08%-1025.7pp | 5155.94%-5132.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $1,435 | $5,256-72.7% | $4,695-69.4% | $4,876-70.6% |
| Participant deferral / active EE | $3,728 | $6,630-43.8% | $6,247-40.3% | $5,439-31.5% |
| Admin fee / account holder | $996 | $10,905-90.9% | $9,243-89.2% | $10,885-90.9% |