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 | $175,197 | $171,865+1.9% | $149,718+17.0% | $147,584+18.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 16.42% | 2113.22%-2096.8pp | 1501.63%-1485.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $9,756 | $6,275+55.5% | $5,445+79.2% | $4,876+100.1% |
| Participant deferral / active EE | $5,224 | $7,271-28.1% | $6,569-20.5% | $5,439-3.9% |
| Admin fee / account holder | $30,278 | $13,799+119.4% | $11,283+168.4% | $10,885+178.2% |