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 | $132,036 | $150,440-12.2% | $136,294-3.1% | $147,584-10.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 12.37% | 1049.08%-1036.7pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,681 | $5,256-68.0% | $4,695-64.2% | $4,876-65.5% |
| Participant deferral / active EE | $2,914 | $6,630-56.1% | $6,247-53.4% | $5,439-46.4% |
| Admin fee / account holder | $2,016 | $10,905-81.5% | $9,243-78.2% | $10,885-81.5% |