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 | $148,673 | $150,440-1.2% | $136,294+9.1% | $147,584+0.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 12.82% | 1049.08%-1036.3pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,520 | $5,256-52.1% | $4,695-46.3% | $4,876-48.3% |
| Participant deferral / active EE | $4,156 | $6,630-37.3% | $6,247-33.5% | $5,439-23.6% |
| Admin fee / account holder | $306 | $10,905-97.2% | $9,243-96.7% | $10,885-97.2% |