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 | $146,219 | $150,440-2.8% | $136,294+7.3% | $147,584-0.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 17.69% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,149 | $5,256-40.1% | $4,695-32.9% | $4,876-35.4% |
| Participant deferral / active EE | $6,724 | $6,630+1.4% | $6,247+7.6% | $5,439+23.6% |
| Admin fee / account holder | $1,700 | $10,905-84.4% | $9,243-81.6% | $10,885-84.4% |