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 | $145,674 | $150,440-3.2% | $136,294+6.9% | $147,584-1.3% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 13.97% | 1049.08%-1035.1pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,007 | $5,256-42.8% | $4,695-36.0% | $4,876-38.3% |
| Participant deferral / active EE | $10,201 | $6,630+53.8% | $6,247+63.3% | $5,439+87.6% |
| Admin fee / account holder | $386 | $10,905-96.5% | $9,243-95.8% | $10,885-96.5% |