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 | $144,961 | $150,440-3.6% | $136,294+6.4% | $147,584-1.8% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 19.20% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $9,648 | $5,256+83.6% | $4,695+105.5% | $4,876+97.8% |
| Participant deferral / active EE | $9,076 | $6,630+36.9% | $6,247+45.3% | $5,439+66.9% |
| Admin fee / account holder | $558 | $10,905-94.9% | $9,243-94.0% | $10,885-94.9% |