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 | $144,549 | $150,440-3.9% | $136,294+6.1% | $147,584-2.1% |
| Participation rate | 78.3% | 84.4%-6.2pp | 81.9%-3.7pp | 82.8%-4.6pp |
| Annual return | 12.50% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $3,239 | $5,256-38.4% | $4,695-31.0% | $4,876-33.6% |
| Participant deferral / active EE | $7,749 | $6,630+16.9% | $6,247+24.0% | $5,439+42.5% |
| Admin fee / account holder | $3,520 | $10,905-67.7% | $9,243-61.9% | $10,885-67.7% |