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 | $123,431 | $150,440-18.0% | $136,294-9.4% | $147,584-16.4% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 15.12% | 1049.08%-1034.0pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $7,026 | $5,256+33.7% | $4,695+49.6% | $4,876+44.1% |
| Participant deferral / active EE | $12,038 | $6,630+81.6% | $6,247+92.7% | $5,439+121.3% |
| Admin fee / account holder | $400 | $10,905-96.3% | $9,243-95.7% | $10,885-96.3% |