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 | $161,721 | $150,440+7.5% | $136,294+18.7% | $147,584+9.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 29.55% | 1049.08%-1019.5pp | 5155.94%-5126.4pp | 578.55%-549.0pp |
| Employer contribution / active EE | $11,928 | $5,256+126.9% | $4,695+154.0% | $4,876+144.6% |
| Participant deferral / active EE | $7,153 | $6,630+7.9% | $6,247+14.5% | $5,439+31.5% |
| Admin fee / account holder | $33,302 | $10,905+205.4% | $9,243+260.3% | $10,885+205.9% |