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 | $150,023 | $150,440-0.3% | $136,294+10.1% | $147,584+1.7% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 20.93% | 1049.08%-1028.2pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,656 | $5,256-49.5% | $4,695-43.4% | $4,876-45.5% |
| Participant deferral / active EE | $4,485 | $6,630-32.4% | $6,247-28.2% | $5,439-17.5% |
| Admin fee / account holder | $1,596 | $10,905-85.4% | $9,243-82.7% | $10,885-85.3% |