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 | $145,894 | $150,440-3.0% | $136,294+7.0% | $147,584-1.1% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 21.18% | 1049.08%-1027.9pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,900 | $5,256-44.8% | $4,695-38.2% | $4,876-40.5% |
| Participant deferral / active EE | $4,546 | $6,630-31.4% | $6,247-27.2% | $5,439-16.4% |
| Admin fee / account holder | $12,703 | $10,905+16.5% | $9,243+37.4% | $10,885+16.7% |