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 | $154,067 | $150,440+2.4% | $136,294+13.0% | $147,584+4.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.12% | 1049.08%-1035.0pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,200 | $5,256-77.2% | $4,695-74.4% | $4,876-75.4% |
| Participant deferral / active EE | $7,949 | $6,630+19.9% | $6,247+27.2% | $5,439+46.1% |
| Admin fee / account holder | $763 | $10,905-93.0% | $9,243-91.7% | $10,885-93.0% |