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 | $141,858 | $150,440-5.7% | $136,294+4.1% | $147,584-3.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 11.25% | 1049.08%-1037.8pp | 5155.94%-5144.7pp | 578.55%-567.3pp |
| Employer contribution / active EE | $5,044 | $5,256-4.0% | $4,695+7.4% | $4,876+3.4% |
| Participant deferral / active EE | $7,357 | $6,630+11.0% | $6,247+17.8% | $5,439+35.3% |
| Admin fee / account holder | $4,770 | $10,905-56.3% | $9,243-48.4% | $10,885-56.2% |