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 | $143,307 | $150,440-4.7% | $136,294+5.1% | $147,584-2.9% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 12.50% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,626 | $5,256-69.1% | $4,695-65.4% | $4,876-66.6% |
| Participant deferral / active EE | $5,327 | $6,630-19.7% | $6,247-14.7% | $5,439-2.1% |
| Admin fee / account holder | $19,268 | $10,905+76.7% | $9,243+108.5% | $10,885+77.0% |