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 | $150,584 | $150,440+0.1% | $136,294+10.5% | $147,584+2.0% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 13.21% | 1049.08%-1035.9pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $6,349 | $5,256+20.8% | $4,695+35.2% | $4,876+30.2% |
| Participant deferral / active EE | $8,672 | $6,630+30.8% | $6,247+38.8% | $5,439+59.4% |
| Admin fee / account holder | $23,732 | $10,905+117.6% | $9,243+156.7% | $10,885+118.0% |