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 | $129,374 | $150,440-14.0% | $136,294-5.1% | $147,584-12.3% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 15.45% | 1049.08%-1033.6pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $4,124 | $5,256-21.5% | $4,695-12.2% | $4,876-15.4% |
| Participant deferral / active EE | $9,762 | $6,630+47.2% | $6,247+56.3% | $5,439+79.5% |
| Admin fee / account holder | $3,059 | $10,905-71.9% | $9,243-66.9% | $10,885-71.9% |