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 | $86,440 | $150,440-42.5% | $136,294-36.6% | $147,584-41.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 17.66% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,661 | $5,256-11.3% | $4,695-0.7% | $4,876-4.4% |
| Participant deferral / active EE | $14,250 | $6,630+114.9% | $6,247+128.1% | $5,439+162.0% |
| Admin fee / account holder | $3,252 | $10,905-70.2% | $9,243-64.8% | $10,885-70.1% |