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 | $150,879 | $202,318-25.4% | $172,739-12.7% | $152,861-1.3% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 25.69% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.6pp |
| Employer contribution / active EE | $5,967 | $5,856+1.9% | $5,143+16.0% | $4,762+25.3% |
| Participant deferral / active EE | $9,169 | $5,948+54.1% | $5,198+76.4% | $5,850+56.7% |
| Admin fee / account holder | $32,578 | $17,109+90.4% | $13,954+133.5% | $11,596+180.9% |