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 | $140,350 | $150,440-6.7% | $136,294+3.0% | $147,584-4.9% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 13.40% | 1049.08%-1035.7pp | 5155.94%-5142.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,524 | $5,256-52.0% | $4,695-46.2% | $4,876-48.2% |
| Participant deferral / active EE | $13,209 | $6,630+99.2% | $6,247+111.4% | $5,439+142.9% |
| Admin fee / account holder | $26,133 | $10,905+139.6% | $9,243+182.7% | $10,885+140.1% |