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 | $243,096 | $150,440+61.6% | $136,294+78.4% | $147,584+64.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 26.25% | 1049.08%-1022.8pp | 5155.94%-5129.7pp | 578.55%-552.3pp |
| Employer contribution / active EE | $5,122 | $5,256-2.6% | $4,695+9.1% | $4,876+5.0% |
| Participant deferral / active EE | $9,638 | $6,630+45.4% | $6,247+54.3% | $5,439+77.2% |
| Admin fee / account holder | $3,984 | $10,905-63.5% | $9,243-56.9% | $10,885-63.4% |