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 | $119,510 | $150,440-20.6% | $136,294-12.3% | $147,584-19.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.61% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $17,779 | $5,256+238.3% | $4,695+278.6% | $4,876+264.6% |
| Participant deferral / active EE | $12,477 | $6,630+88.2% | $6,247+99.7% | $5,439+129.4% |
| Admin fee / account holder | $308 | $10,905-97.2% | $9,243-96.7% | $10,885-97.2% |