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 | $213,294 | $171,865+24.1% | $149,718+42.5% | $147,584+44.5% |
| Participation rate | 95.8% | 88.2%+7.6pp | 87.1%+8.8pp | 82.8%+13.0pp |
| Annual return | 14.78% | 2113.22%-2098.4pp | 1501.63%-1486.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,729 | $6,275-40.6% | $5,445-31.5% | $4,876-23.5% |
| Participant deferral / active EE | $15,133 | $7,271+108.1% | $6,569+130.4% | $5,439+178.3% |
| Admin fee / account holder | $2,166 | $13,799-84.3% | $11,283-80.8% | $10,885-80.1% |