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 | $235,847 | $150,440+56.8% | $136,294+73.0% | $147,584+59.8% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 20.95% | 1049.08%-1028.1pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,984 | $5,256-43.2% | $4,695-36.5% | $4,876-38.8% |
| Participant deferral / active EE | $11,694 | $6,630+76.4% | $6,247+87.2% | $5,439+115.0% |
| Admin fee / account holder | $3,849 | $10,905-64.7% | $9,243-58.4% | $10,885-64.6% |