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 | $109,381 | $150,440-27.3% | $136,294-19.7% | $147,584-25.9% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 15.67% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,179 | $5,256-39.5% | $4,695-32.3% | $4,876-34.8% |
| Participant deferral / active EE | $6,984 | $6,630+5.3% | $6,247+11.8% | $5,439+28.4% |
| Admin fee / account holder | $10,724 | $10,905-1.7% | $9,243+16.0% | $10,885-1.5% |