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 | $145,760 | $150,440-3.1% | $136,294+6.9% | $147,584-1.2% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 11.07% | 1049.08%-1038.0pp | 5155.94%-5144.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $3,305 | $5,256-37.1% | $4,695-29.6% | $4,876-32.2% |
| Participant deferral / active EE | $7,767 | $6,630+17.1% | $6,247+24.3% | $5,439+42.8% |
| Admin fee / account holder | $14,142 | $10,905+29.7% | $9,243+53.0% | $10,885+29.9% |