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 | $140,836 | $150,440-6.4% | $136,294+3.3% | $147,584-4.6% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 21.03% | 1049.08%-1028.1pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,462 | $5,256-53.2% | $4,695-47.6% | $4,876-49.5% |
| Participant deferral / active EE | $8,931 | $6,630+34.7% | $6,247+43.0% | $5,439+64.2% |
| Admin fee / account holder | $910 | $10,905-91.7% | $9,243-90.2% | $10,885-91.6% |