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 | $208,499 | $150,440+38.6% | $136,294+53.0% | $147,584+41.3% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 16.01% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $4,826 | $5,256-8.2% | $4,695+2.8% | $4,876-1.0% |
| Participant deferral / active EE | $10,434 | $6,630+57.4% | $6,247+67.0% | $5,439+91.9% |
| Admin fee / account holder | $1,667 | $10,905-84.7% | $9,243-82.0% | $10,885-84.7% |