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 | $99,774 | $171,865-41.9% | $149,718-33.4% | $147,584-32.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 15.10% | 2113.22%-2098.1pp | 1501.63%-1486.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,817 | $6,275-39.2% | $5,445-29.9% | $4,876-21.7% |
| Participant deferral / active EE | $8,179 | $7,271+12.5% | $6,569+24.5% | $5,439+50.4% |
| Admin fee / account holder | $761 | $13,799-94.5% | $11,283-93.3% | $10,885-93.0% |