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 | $129,006 | $150,440-14.2% | $136,294-5.3% | $147,584-12.6% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 18.42% | 1049.08%-1030.7pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,333 | $5,256-36.6% | $4,695-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $13,649 | $6,630+105.9% | $6,247+118.5% | $5,439+151.0% |
| Admin fee / account holder | $15,791 | $10,905+44.8% | $9,243+70.8% | $10,885+45.1% |