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 | $117,347 | $88,751+32.2% | $81,812+43.4% | $145,922-19.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 23.81% | 1025.40%-1001.6pp | 773.79%-750.0pp | 561.29%-537.5pp |
| Employer contribution / active EE | $3,525 | $3,083+14.3% | $2,912+21.0% | $4,660-24.3% |
| Participant deferral / active EE | $3,249 | $4,643-30.0% | $4,319-24.8% | $6,688-51.4% |
| Admin fee / account holder | $2,124 | $8,415-74.8% | $7,386-71.2% | $13,397-84.1% |