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 | $113,296 | $150,440-24.7% | $136,294-16.9% | $147,584-23.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.48% | 1049.08%-1030.6pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $5,596 | $5,256+6.5% | $4,695+19.2% | $4,876+14.8% |
| Participant deferral / active EE | $9,104 | $6,630+37.3% | $6,247+45.7% | $5,439+67.4% |
| Admin fee / account holder | $1,253 | $10,905-88.5% | $9,243-86.4% | $10,885-88.5% |