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 | $142,024 | $150,440-5.6% | $136,294+4.2% | $147,584-3.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.14% | 1049.08%-1037.9pp | 5155.94%-5144.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,379 | $5,256-54.7% | $4,695-49.3% | $4,876-51.2% |
| Participant deferral / active EE | $3,960 | $6,630-40.3% | $6,247-36.6% | $5,439-27.2% |
| Admin fee / account holder | $4,351 | $10,905-60.1% | $9,243-52.9% | $10,885-60.0% |