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 | $89,817 | $150,440-40.3% | $136,294-34.1% | $147,584-39.1% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 16.20% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,106 | $5,256-40.9% | $4,695-33.9% | $4,876-36.3% |
| Participant deferral / active EE | $7,949 | $6,630+19.9% | $6,247+27.2% | $5,439+46.1% |
| Admin fee / account holder | $797 | $10,905-92.7% | $9,243-91.4% | $10,885-92.7% |