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 | $156,028 | $150,440+3.7% | $136,294+14.5% | $147,584+5.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 19.73% | 1049.08%-1029.4pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,112 | $5,256-59.8% | $4,695-55.0% | $4,876-56.7% |
| Participant deferral / active EE | $2,711 | $6,630-59.1% | $6,247-56.6% | $5,439-50.2% |
| Admin fee / account holder | $1,364 | $10,905-87.5% | $9,243-85.2% | $10,885-87.5% |