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 | $242,528 | $150,440+61.2% | $136,294+77.9% | $147,584+64.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.04% | 1049.08%-1036.0pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,917 | $5,256-44.5% | $4,695-37.9% | $4,876-40.2% |
| Participant deferral / active EE | $7,430 | $6,630+12.1% | $6,247+18.9% | $5,439+36.6% |
| Admin fee / account holder | $7,687 | $10,905-29.5% | $9,243-16.8% | $10,885-29.4% |