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 | $243,721 | $150,440+62.0% | $136,294+78.8% | $147,584+65.1% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 14.70% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,466 | $5,256-34.1% | $4,695-26.2% | $4,876-28.9% |
| Participant deferral / active EE | $13,688 | $6,630+106.4% | $6,247+119.1% | $5,439+151.7% |
| Admin fee / account holder | $61,709 | $10,905+465.9% | $9,243+567.6% | $10,885+466.9% |