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 | $164,476 | $150,440+9.3% | $136,294+20.7% | $147,584+11.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.48% | 1049.08%-1029.6pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,518 | $5,256-71.1% | $4,695-67.7% | $4,876-68.9% |
| Participant deferral / active EE | $2,250 | $6,630-66.1% | $6,247-64.0% | $5,439-58.6% |
| Admin fee / account holder | $3,921 | $10,905-64.0% | $9,243-57.6% | $10,885-64.0% |