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 | $75,699 | $171,865-56.0% | $149,718-49.4% | $147,584-48.7% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 53.65% | 2113.22%-2059.6pp | 1501.63%-1448.0pp | 578.55%-524.9pp |
| Employer contribution / active EE | $2,693 | $6,275-57.1% | $5,445-50.5% | $4,876-44.8% |
| Participant deferral / active EE | $9,420 | $7,271+29.6% | $6,569+43.4% | $5,439+73.2% |
| Admin fee / account holder | $6,743 | $13,799-51.1% | $11,283-40.2% | $10,885-38.1% |