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 | $238,697 | $150,440+58.7% | $136,294+75.1% | $147,584+61.7% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 18.19% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,025 | $5,256-61.5% | $4,695-56.9% | $4,876-58.5% |
| Participant deferral / active EE | $6,126 | $6,630-7.6% | $6,247-1.9% | $5,439+12.6% |
| Admin fee / account holder | $7,049 | $10,905-35.4% | $9,243-23.7% | $10,885-35.2% |