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 | $104,472 | $150,440-30.6% | $136,294-23.3% | $147,584-29.2% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 12.58% | 1049.08%-1036.5pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $988 | $5,256-81.2% | $4,695-79.0% | $4,876-79.7% |
| Participant deferral / active EE | $4,343 | $6,630-34.5% | $6,247-30.5% | $5,439-20.2% |
| Admin fee / account holder | $1,824 | $10,905-83.3% | $9,243-80.3% | $10,885-83.2% |