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 | $79,382 | $150,440-47.2% | $136,294-41.8% | $147,584-46.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 12.49% | 1049.08%-1036.6pp | 5155.94%-5143.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,394 | $5,256-54.5% | $4,695-49.0% | $4,876-50.9% |
| Participant deferral / active EE | $3,158 | $6,630-52.4% | $6,247-49.5% | $5,439-41.9% |
| Admin fee / account holder | $1,901 | $10,905-82.6% | $9,243-79.4% | $10,885-82.5% |