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 | $134,230 | $150,440-10.8% | $136,294-1.5% | $147,584-9.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 20.45% | 1049.08%-1028.6pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,780 | $5,256-28.1% | $4,695-19.5% | $4,876-22.5% |
| Participant deferral / active EE | $6,275 | $6,630-5.4% | $6,247+0.4% | $5,439+15.4% |
| Admin fee / account holder | $12,372 | $10,905+13.4% | $9,243+33.8% | $10,885+13.7% |