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 | $163,703 | $171,865-4.7% | $149,718+9.3% | $147,584+10.9% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 108.45% | 2113.22%-2004.8pp | 1501.63%-1393.2pp | 578.55%-470.1pp |
| Employer contribution / active EE | $2,345 | $6,275-62.6% | $5,445-56.9% | $4,876-51.9% |
| Participant deferral / active EE | $7,328 | $7,271+0.8% | $6,569+11.6% | $5,439+34.7% |
| Admin fee / account holder | $1,506 | $13,799-89.1% | $11,283-86.6% | $10,885-86.2% |