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 | $223,108 | $150,440+48.3% | $136,294+63.7% | $147,584+51.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.35% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,731 | $5,256-67.1% | $4,695-63.1% | $4,876-64.5% |
| Participant deferral / active EE | $4,224 | $6,630-36.3% | $6,247-32.4% | $5,439-22.3% |
| Admin fee / account holder | $13,436 | $10,905+23.2% | $9,243+45.4% | $10,885+23.4% |