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 | $148,798 | $150,440-1.1% | $136,294+9.2% | $147,584+0.8% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 10.92% | 1049.08%-1038.2pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,258 | $5,256-57.0% | $4,695-51.9% | $4,876-53.7% |
| Participant deferral / active EE | $5,586 | $6,630-15.8% | $6,247-10.6% | $5,439+2.7% |
| Admin fee / account holder | $2,875 | $10,905-73.6% | $9,243-68.9% | $10,885-73.6% |