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 | $125,224 | $150,440-16.8% | $136,294-8.1% | $147,584-15.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 34.82% | 1049.08%-1014.3pp | 5155.94%-5121.1pp | 578.55%-543.7pp |
| Employer contribution / active EE | $2,905 | $5,256-44.7% | $4,695-38.1% | $4,876-40.4% |
| Participant deferral / active EE | $10,319 | $6,630+55.6% | $6,247+65.2% | $5,439+89.7% |
| Admin fee / account holder | $14,503 | $10,905+33.0% | $9,243+56.9% | $10,885+33.2% |