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 | $91,819 | $150,440-39.0% | $136,294-32.6% | $147,584-37.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.42% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,972 | $5,256-43.5% | $4,695-36.7% | $4,876-39.1% |
| Participant deferral / active EE | $7,169 | $6,630+8.1% | $6,247+14.8% | $5,439+31.8% |
| Admin fee / account holder | $1,407 | $10,905-87.1% | $9,243-84.8% | $10,885-87.1% |