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 | $122,388 | $150,440-18.6% | $136,294-10.2% | $147,584-17.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 19.34% | 1049.08%-1029.7pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $8,220 | $5,256+56.4% | $4,695+75.1% | $4,876+68.6% |
| Participant deferral / active EE | $7,416 | $6,630+11.8% | $6,247+18.7% | $5,439+36.4% |
| Admin fee / account holder | $3,566 | $10,905-67.3% | $9,243-61.4% | $10,885-67.2% |