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 | $87,647 | $180,749-51.5% | $160,784-45.5% | $137,256-36.1% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 19.08% | 2234.46%-2215.4pp | 1803.92%-1784.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,181 | $4,155+0.6% | $3,733+12.0% | $4,156+0.6% |
| Participant deferral / active EE | $6,562 | $6,844-4.1% | $6,293+4.3% | $6,407+2.4% |
| Admin fee / account holder | $1,922 | $10,397-81.5% | $9,717-80.2% | $12,270-84.3% |