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 | $102,607 | $171,865-40.3% | $149,718-31.5% | $147,584-30.5% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 13.47% | 2113.22%-2099.7pp | 1501.63%-1488.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,980 | $6,275-52.5% | $5,445-45.3% | $4,876-38.9% |
| Participant deferral / active EE | $6,705 | $7,271-7.8% | $6,569+2.1% | $5,439+23.3% |
| Admin fee / account holder | $8,117 | $13,799-41.2% | $11,283-28.1% | $10,885-25.4% |