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 | $99,837 | $150,440-33.6% | $136,294-26.7% | $147,584-32.4% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 19.16% | 1049.08%-1029.9pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,296 | $5,256-37.3% | $4,695-29.8% | $4,876-32.4% |
| Participant deferral / active EE | $4,729 | $6,630-28.7% | $6,247-24.3% | $5,439-13.1% |
| Admin fee / account holder | $548 | $10,905-95.0% | $9,243-94.1% | $10,885-95.0% |