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 | $211,453 | $150,440+40.6% | $136,294+55.1% | $147,584+43.3% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 12.53% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,402 | $5,256-54.3% | $4,695-48.8% | $4,876-50.7% |
| Participant deferral / active EE | $3,381 | $6,630-49.0% | $6,247-45.9% | $5,439-37.8% |
| Admin fee / account holder | $3,768 | $10,905-65.4% | $9,243-59.2% | $10,885-65.4% |