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 | $81,475 | $150,440-45.8% | $136,294-40.2% | $147,584-44.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 23.11% | 1049.08%-1026.0pp | 5155.94%-5132.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $4,044 | $5,256-23.1% | $4,695-13.9% | $4,876-17.1% |
| Participant deferral / active EE | $7,454 | $6,630+12.4% | $6,247+19.3% | $5,439+37.1% |
| Admin fee / account holder | $424 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |