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 | $155,898 | $150,440+3.6% | $136,294+14.4% | $147,584+5.6% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 21.68% | 1049.08%-1027.4pp | 5155.94%-5134.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,819 | $5,256-46.4% | $4,695-40.0% | $4,876-42.2% |
| Participant deferral / active EE | $4,604 | $6,630-30.6% | $6,247-26.3% | $5,439-15.3% |
| Admin fee / account holder | $343 | $10,905-96.9% | $9,243-96.3% | $10,885-96.9% |