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 | $172,621 | $150,440+14.7% | $136,294+26.7% | $147,584+17.0% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 18.81% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,356 | $5,256-55.2% | $4,695-49.8% | $4,876-51.7% |
| Participant deferral / active EE | $10,807 | $6,630+63.0% | $6,247+73.0% | $5,439+98.7% |
| Admin fee / account holder | $7,061 | $10,905-35.3% | $9,243-23.6% | $10,885-35.1% |