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 | $141,594 | $150,440-5.9% | $136,294+3.9% | $147,584-4.1% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 11.50% | 1049.08%-1037.6pp | 5155.94%-5144.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $6,470 | $5,256+23.1% | $4,695+37.8% | $4,876+32.7% |
| Participant deferral / active EE | $13,763 | $6,630+107.6% | $6,247+120.3% | $5,439+153.1% |
| Admin fee / account holder | $8,133 | $10,905-25.4% | $9,243-12.0% | $10,885-25.3% |