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 | $138,069 | $150,440-8.2% | $136,294+1.3% | $147,584-6.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 21.07% | 1049.08%-1028.0pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,175 | $5,256-58.6% | $4,695-53.7% | $4,876-55.4% |
| Participant deferral / active EE | $6,691 | $6,630+0.9% | $6,247+7.1% | $5,439+23.0% |
| Admin fee / account holder | $2,957 | $10,905-72.9% | $9,243-68.0% | $10,885-72.8% |