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 | $24,220 | $150,440-83.9% | $136,294-82.2% | $147,584-83.6% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 34.69% | 1049.08%-1014.4pp | 5155.94%-5121.3pp | 578.55%-543.9pp |
| Employer contribution / active EE | $5,192 | $5,256-1.2% | $4,695+10.6% | $4,876+6.5% |
| Participant deferral / active EE | $13,083 | $6,630+97.3% | $6,247+109.4% | $5,439+140.6% |
| Admin fee / account holder | $1,271 | $10,905-88.3% | $9,243-86.3% | $10,885-88.3% |