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 | $146,665 | $150,440-2.5% | $136,294+7.6% | $147,584-0.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 30.10% | 1049.08%-1019.0pp | 5155.94%-5125.8pp | 578.55%-548.5pp |
| Employer contribution / active EE | $3,895 | $5,256-25.9% | $4,695-17.1% | $4,876-20.1% |
| Participant deferral / active EE | $12,669 | $6,630+91.1% | $6,247+102.8% | $5,439+132.9% |
| Admin fee / account holder | $15,264 | $10,905+40.0% | $9,243+65.1% | $10,885+40.2% |