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 | $116,115 | $171,865-32.4% | $149,718-22.4% | $147,584-21.3% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 18.81% | 2113.22%-2094.4pp | 1501.63%-1482.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,821 | $6,275-71.0% | $5,445-66.6% | $4,876-62.7% |
| Participant deferral / active EE | $9,916 | $7,271+36.4% | $6,569+51.0% | $5,439+82.3% |
| Admin fee / account holder | $2,117 | $13,799-84.7% | $11,283-81.2% | $10,885-80.5% |