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 | $241,223 | $150,440+60.3% | $136,294+77.0% | $147,584+63.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.85% | 1049.08%-1034.2pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,380 | $5,256-54.7% | $4,695-49.3% | $4,876-51.2% |
| Participant deferral / active EE | $11,019 | $6,630+66.2% | $6,247+76.4% | $5,439+102.6% |
| Admin fee / account holder | $45,728 | $10,905+319.3% | $9,243+394.7% | $10,885+320.1% |