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 | $58,011 | $150,440-61.4% | $136,294-57.4% | $147,584-60.7% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 16.52% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,875 | $5,256-26.3% | $4,695-17.5% | $4,876-20.5% |
| Participant deferral / active EE | $2,945 | $6,630-55.6% | $6,247-52.9% | $5,439-45.8% |
| Admin fee / account holder | $1,210 | $10,905-88.9% | $9,243-86.9% | $10,885-88.9% |