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 | $171,777 | $150,440+14.2% | $136,294+26.0% | $147,584+16.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.87% | 1049.08%-1029.2pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $5,300 | $5,256+0.8% | $4,695+12.9% | $4,876+8.7% |
| Participant deferral / active EE | $5,188 | $6,630-21.8% | $6,247-17.0% | $5,439-4.6% |
| Admin fee / account holder | $11,884 | $10,905+9.0% | $9,243+28.6% | $10,885+9.2% |