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 | $73,736 | $169,032-56.4% | $129,207-42.9% | $145,922-49.5% |
| Participation rate | 81.3% | 76.4%+4.8pp | 69.6%+11.6pp | 80.3%+1.0pp |
| Annual return | 10.33% | 14330.11%-14319.8pp | 9417.33%-9407.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,171 | $5,537-78.9% | $4,153-71.8% | $4,660-74.9% |
| Participant deferral / active EE | $4,265 | $4,987-14.5% | $4,168+2.3% | $6,688-36.2% |
| Admin fee / account holder | $724 | $9,954-92.7% | $7,715-90.6% | $13,397-94.6% |