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 | $120,475 | $150,440-19.9% | $136,294-11.6% | $147,584-18.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 18.37% | 1049.08%-1030.7pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $10,131 | $5,256+92.7% | $4,695+115.8% | $4,876+107.8% |
| Participant deferral / active EE | $8,497 | $6,630+28.2% | $6,247+36.0% | $5,439+56.2% |
| Admin fee / account holder | $2,021 | $10,905-81.5% | $9,243-78.1% | $10,885-81.4% |