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 | $163,566 | $150,440+8.7% | $136,294+20.0% | $147,584+10.8% |
| Participation rate | 70.8% | 84.4%-13.6pp | 81.9%-11.1pp | 82.8%-12.0pp |
| Annual return | 12.38% | 1049.08%-1036.7pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,512 | $6,630+28.4% | $6,247+36.3% | $5,439+56.5% |
| Admin fee / account holder | $2,512 | $10,905-77.0% | $9,243-72.8% | $10,885-76.9% |