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 | $115,288 | $150,440-23.4% | $136,294-15.4% | $147,584-21.9% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 14.35% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,185 | $5,256-39.4% | $4,695-32.2% | $4,876-34.7% |
| Participant deferral / active EE | $7,352 | $6,630+10.9% | $6,247+17.7% | $5,439+35.2% |
| Admin fee / account holder | $603 | $10,905-94.5% | $9,243-93.5% | $10,885-94.5% |