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 | $148,621 | $150,440-1.2% | $136,294+9.0% | $147,584+0.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.59% | 1049.08%-1036.5pp | 5155.94%-5143.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,658 | $5,256-49.4% | $4,695-43.4% | $4,876-45.5% |
| Participant deferral / active EE | $2,371 | $6,630-64.2% | $6,247-62.0% | $5,439-56.4% |
| Admin fee / account holder | $5,032 | $10,905-53.9% | $9,243-45.6% | $10,885-53.8% |