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 | $145,389 | $171,865-15.4% | $149,718-2.9% | $147,584-1.5% |
| Participation rate | 95.8% | 88.2%+7.6pp | 87.1%+8.8pp | 82.8%+13.0pp |
| Annual return | 21.86% | 2113.22%-2091.4pp | 1501.63%-1479.8pp | 578.55%-556.7pp |
| Employer contribution / active EE | $7,603 | $6,275+21.2% | $5,445+39.6% | $4,876+55.9% |
| Participant deferral / active EE | $15,444 | $7,271+112.4% | $6,569+135.1% | $5,439+184.0% |
| Admin fee / account holder | $725 | $13,799-94.7% | $11,283-93.6% | $10,885-93.3% |