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 | $37,592 | $150,440-75.0% | $136,294-72.4% | $147,584-74.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.48% | 1049.08%-1029.6pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $4,143 | $5,256-21.2% | $4,695-11.8% | $4,876-15.0% |
| Participant deferral / active EE | $6,522 | $6,630-1.6% | $6,247+4.4% | $5,439+19.9% |
| Admin fee / account holder | $12,140 | $10,905+11.3% | $9,243+31.3% | $10,885+11.5% |