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 | $145,460 | $150,440-3.3% | $136,294+6.7% | $147,584-1.4% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 16.05% | 1049.08%-1033.0pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,106 | $5,256-59.9% | $4,695-55.1% | $4,876-56.8% |
| Participant deferral / active EE | $5,019 | $6,630-24.3% | $6,247-19.7% | $5,439-7.7% |
| Admin fee / account holder | $10,282 | $10,905-5.7% | $9,243+11.2% | $10,885-5.5% |