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 | $109,758 | $150,440-27.0% | $136,294-19.5% | $147,584-25.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.11% | 1049.08%-1031.0pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $4,738 | $5,256-9.9% | $4,695+0.9% | $4,876-2.8% |
| Participant deferral / active EE | $10,138 | $6,630+52.9% | $6,247+62.3% | $5,439+86.4% |
| Admin fee / account holder | $1,177 | $10,905-89.2% | $9,243-87.3% | $10,885-89.2% |