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 | $31,854 | $150,440-78.8% | $136,294-76.6% | $147,584-78.4% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 22.74% | 1049.08%-1026.3pp | 5155.94%-5133.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $5,686 | $5,256+8.2% | $4,695+21.1% | $4,876+16.6% |
| Participant deferral / active EE | $10,753 | $6,630+62.2% | $6,247+72.1% | $5,439+97.7% |
| Admin fee / account holder | $453 | $10,905-95.8% | $9,243-95.1% | $10,885-95.8% |