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 | $89,458 | $171,865-47.9% | $149,718-40.2% | $147,584-39.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 25.31% | 2113.22%-2087.9pp | 1501.63%-1476.3pp | 578.55%-553.2pp |
| Employer contribution / active EE | $1,404 | $6,275-77.6% | $5,445-74.2% | $4,876-71.2% |
| Participant deferral / active EE | $6,443 | $7,271-11.4% | $6,569-1.9% | $5,439+18.5% |
| Admin fee / account holder | $504 | $13,799-96.3% | $11,283-95.5% | $10,885-95.4% |