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 | $66,521 | $150,440-55.8% | $136,294-51.2% | $147,584-54.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 15.57% | 1049.08%-1033.5pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,950 | $5,256-43.9% | $4,695-37.2% | $4,876-39.5% |
| Participant deferral / active EE | $2,391 | $6,630-63.9% | $6,247-61.7% | $5,439-56.0% |
| Admin fee / account holder | $12,917 | $10,905+18.4% | $9,243+39.7% | $10,885+18.7% |