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 | $143,336 | $150,440-4.7% | $136,294+5.2% | $147,584-2.9% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 17.97% | 1049.08%-1031.1pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,029 | $5,256-80.4% | $4,695-78.1% | $4,876-78.9% |
| Participant deferral / active EE | $6,917 | $6,630+4.3% | $6,247+10.7% | $5,439+27.2% |
| Admin fee / account holder | $2,987 | $10,905-72.6% | $9,243-67.7% | $10,885-72.6% |