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 | $51,049 | $150,440-66.1% | $136,294-62.5% | $147,584-65.4% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 25.59% | 1049.08%-1023.5pp | 5155.94%-5130.4pp | 578.55%-553.0pp |
| Employer contribution / active EE | $5,578 | $5,256+6.1% | $4,695+18.8% | $4,876+14.4% |
| Participant deferral / active EE | $10,815 | $6,630+63.1% | $6,247+73.1% | $5,439+98.9% |
| Admin fee / account holder | $2,186 | $10,905-80.0% | $9,243-76.3% | $10,885-79.9% |