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 | $26,983 | $150,440-82.1% | $136,294-80.2% | $147,584-81.7% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 12.78% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $6,311 | $5,256+20.1% | $4,695+34.4% | $4,876+29.4% |
| Participant deferral / active EE | $7,310 | $6,630+10.3% | $6,247+17.0% | $5,439+34.4% |
| Admin fee / account holder | $2,603 | $10,905-76.1% | $9,243-71.8% | $10,885-76.1% |