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 | $134,387 | $150,440-10.7% | $136,294-1.4% | $147,584-8.9% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 18.51% | 1049.08%-1030.6pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,721 | $5,256-67.2% | $4,695-63.3% | $4,876-64.7% |
| Participant deferral / active EE | $6,625 | $6,630-0.1% | $6,247+6.0% | $5,439+21.8% |
| Admin fee / account holder | $5,683 | $10,905-47.9% | $9,243-38.5% | $10,885-47.8% |