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 | $169,145 | $150,440+12.4% | $136,294+24.1% | $147,584+14.6% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 11.85% | 1049.08%-1037.2pp | 5155.94%-5144.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,582 | $5,256-50.9% | $4,695-45.0% | $4,876-47.1% |
| Participant deferral / active EE | $6,604 | $6,630-0.4% | $6,247+5.7% | $5,439+21.4% |
| Admin fee / account holder | $15,891 | $10,905+45.7% | $9,243+71.9% | $10,885+46.0% |