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 | $125,979 | $150,440-16.3% | $136,294-7.6% | $147,584-14.6% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 24.27% | 1049.08%-1024.8pp | 5155.94%-5131.7pp | 578.55%-554.3pp |
| Employer contribution / active EE | $2,956 | $5,256-43.8% | $4,695-37.0% | $4,876-39.4% |
| Participant deferral / active EE | $4,335 | $6,630-34.6% | $6,247-30.6% | $5,439-20.3% |
| Admin fee / account holder | $11,420 | $10,905+4.7% | $9,243+23.5% | $10,885+4.9% |