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 | $142,424 | $150,440-5.3% | $136,294+4.5% | $147,584-3.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 11.07% | 1049.08%-1038.0pp | 5155.94%-5144.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $4,159 | $5,256-20.9% | $4,695-11.4% | $4,876-14.7% |
| Participant deferral / active EE | $9,778 | $6,630+47.5% | $6,247+56.5% | $5,439+79.8% |
| Admin fee / account holder | $814 | $10,905-92.5% | $9,243-91.2% | $10,885-92.5% |