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 | $197,681 | $171,865+15.0% | $149,718+32.0% | $147,584+33.9% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | 17.75% | 2113.22%-2095.5pp | 1501.63%-1483.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $5,085 | $6,275-19.0% | $5,445-6.6% | $4,876+4.3% |
| Participant deferral / active EE | $11,818 | $7,271+62.5% | $6,569+79.9% | $5,439+117.3% |
| Admin fee / account holder | $7,118 | $13,799-48.4% | $11,283-36.9% | $10,885-34.6% |