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 | $210,397 | $150,440+39.9% | $136,294+54.4% | $147,584+42.6% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 15.72% | 1049.08%-1033.4pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,218 | $5,256-38.8% | $4,695-31.5% | $4,876-34.0% |
| Participant deferral / active EE | $5,028 | $6,630-24.2% | $6,247-19.5% | $5,439-7.6% |
| Admin fee / account holder | $1,172 | $10,905-89.3% | $9,243-87.3% | $10,885-89.2% |