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 | $211,496 | $150,440+40.6% | $136,294+55.2% | $147,584+43.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 20.56% | 1049.08%-1028.5pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $11,228 | $5,256+113.6% | $4,695+139.1% | $4,876+130.2% |
| Participant deferral / active EE | $11,226 | $6,630+69.3% | $6,247+79.7% | $5,439+106.4% |
| Admin fee / account holder | $2,868 | $10,905-73.7% | $9,243-69.0% | $10,885-73.6% |