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 | $56,548 | $171,865-67.1% | $149,718-62.2% | $147,584-61.7% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 13.42% | 2113.22%-2099.8pp | 1501.63%-1488.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $10,757 | $6,275+71.4% | $5,445+97.6% | $4,876+120.6% |
| Participant deferral / active EE | $11,634 | $7,271+60.0% | $6,569+77.1% | $5,439+113.9% |
| Admin fee / account holder | $6,844 | $13,799-50.4% | $11,283-39.3% | $10,885-37.1% |