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 | $135,114 | $109,817+23.0% | $98,442+37.3% | $167,490-19.3% |
| Participation rate | 86.7% | 75.8%+10.8pp | 73.3%+13.3pp | 82.1%+4.6pp |
| Annual return | 18.75% | 1956.69%-1937.9pp | 1492.73%-1474.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $3,350 | $3,224+3.9% | $2,960+13.2% | $4,837-30.7% |
| Participant deferral / active EE | $5,648 | $4,673+20.9% | $4,276+32.1% | $6,341-10.9% |
| Admin fee / account holder | $2,566 | $6,753-62.0% | $5,949-56.9% | $12,309-79.2% |