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 | $88,711 | $150,440-41.0% | $136,294-34.9% | $147,584-39.9% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 23.50% | 1049.08%-1025.6pp | 5155.94%-5132.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $9,504 | $5,256+80.8% | $4,695+102.4% | $4,876+94.9% |
| Participant deferral / active EE | $6,019 | $6,630-9.2% | $6,247-3.7% | $5,439+10.7% |
| Admin fee / account holder | $2,362 | $10,905-78.3% | $9,243-74.4% | $10,885-78.3% |