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 | $138,966 | $150,440-7.6% | $136,294+2.0% | $147,584-5.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 12.30% | 1049.08%-1036.8pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $4,338 | $5,256-17.5% | $4,695-7.6% | $4,876-11.0% |
| Participant deferral / active EE | $7,523 | $6,630+13.5% | $6,247+20.4% | $5,439+38.3% |
| Admin fee / account holder | $31,217 | $10,905+186.3% | $9,243+237.7% | $10,885+186.8% |