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 | $153,228 | $150,440+1.9% | $136,294+12.4% | $147,584+3.8% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 15.13% | 1049.08%-1034.0pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,344 | $5,256-55.4% | $4,695-50.1% | $4,876-51.9% |
| Participant deferral / active EE | $6,843 | $6,630+3.2% | $6,247+9.5% | $5,439+25.8% |
| Admin fee / account holder | $1,707 | $10,905-84.4% | $9,243-81.5% | $10,885-84.3% |