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 | $100,137 | $150,440-33.4% | $136,294-26.5% | $147,584-32.1% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 28.94% | 1049.08%-1020.1pp | 5155.94%-5127.0pp | 578.55%-549.6pp |
| Employer contribution / active EE | $3,475 | $5,256-33.9% | $4,695-26.0% | $4,876-28.7% |
| Participant deferral / active EE | $9,080 | $6,630+36.9% | $6,247+45.3% | $5,439+66.9% |
| Admin fee / account holder | $2,111 | $10,905-80.6% | $9,243-77.2% | $10,885-80.6% |