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 | $35,950 | $150,440-76.1% | $136,294-73.6% | $147,584-75.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 12.52% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,058 | $5,256-41.8% | $4,695-34.9% | $4,876-37.3% |
| Participant deferral / active EE | $4,423 | $6,630-33.3% | $6,247-29.2% | $5,439-18.7% |
| Admin fee / account holder | $1,536 | $10,905-85.9% | $9,243-83.4% | $10,885-85.9% |