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 | $95,036 | $150,440-36.8% | $136,294-30.3% | $147,584-35.6% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 16.60% | 1049.08%-1032.5pp | 5155.94%-5139.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,378 | $5,256-35.7% | $4,695-28.1% | $4,876-30.7% |
| Participant deferral / active EE | $7,341 | $6,630+10.7% | $6,247+17.5% | $5,439+35.0% |
| Admin fee / account holder | $1,821 | $10,905-83.3% | $9,243-80.3% | $10,885-83.3% |