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 | $89,500 | $150,440-40.5% | $136,294-34.3% | $147,584-39.4% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 19.81% | 1049.08%-1029.3pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,172 | $5,256-77.7% | $4,695-75.0% | $4,876-76.0% |
| Participant deferral / active EE | $5,399 | $6,630-18.6% | $6,247-13.6% | $5,439-0.7% |
| Admin fee / account holder | $6,152 | $10,905-43.6% | $9,243-33.4% | $10,885-43.5% |