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 | $166,849 | $150,440+10.9% | $136,294+22.4% | $147,584+13.1% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 14.49% | 1049.08%-1034.6pp | 5155.94%-5141.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $4,316 | $5,256-17.9% | $4,695-8.1% | $4,876-11.5% |
| Participant deferral / active EE | $9,625 | $6,630+45.2% | $6,247+54.1% | $5,439+77.0% |
| Admin fee / account holder | $1,055 | $10,905-90.3% | $9,243-88.6% | $10,885-90.3% |