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 | $137,698 | $150,440-8.5% | $136,294+1.0% | $147,584-6.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 14.69% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,112 | $5,256-59.8% | $4,695-55.0% | $4,876-56.7% |
| Participant deferral / active EE | $8,176 | $6,630+23.3% | $6,247+30.9% | $5,439+50.3% |
| Admin fee / account holder | $32,024 | $10,905+193.7% | $9,243+246.5% | $10,885+194.2% |