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 | $215,582 | $150,440+43.3% | $136,294+58.2% | $147,584+46.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 21.90% | 1049.08%-1027.2pp | 5155.94%-5134.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $3,643 | $5,256-30.7% | $4,695-22.4% | $4,876-25.3% |
| Participant deferral / active EE | $6,940 | $6,630+4.7% | $6,247+11.1% | $5,439+27.6% |
| Admin fee / account holder | $993 | $10,905-90.9% | $9,243-89.3% | $10,885-90.9% |