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 | $214,818 | $150,440+42.8% | $136,294+57.6% | $147,584+45.6% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 13.33% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,978 | $5,256-62.4% | $4,695-57.9% | $4,876-59.4% |
| Participant deferral / active EE | $8,598 | $6,630+29.7% | $6,247+37.6% | $5,439+58.1% |
| Admin fee / account holder | $17,297 | $10,905+58.6% | $9,243+87.1% | $10,885+58.9% |