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 | $152,940 | $150,440+1.7% | $136,294+12.2% | $147,584+3.6% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 17.00% | 1049.08%-1032.1pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,164 | $5,256-39.8% | $4,695-32.6% | $4,876-35.1% |
| Participant deferral / active EE | $7,468 | $6,630+12.6% | $6,247+19.5% | $5,439+37.3% |
| Admin fee / account holder | $1,220 | $10,905-88.8% | $9,243-86.8% | $10,885-88.8% |