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 | $182,293 | $150,440+21.2% | $136,294+33.8% | $147,584+23.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.92% | 1049.08%-1033.2pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,940 | $5,256-63.1% | $4,695-58.7% | $4,876-60.2% |
| Participant deferral / active EE | $4,063 | $6,630-38.7% | $6,247-35.0% | $5,439-25.3% |
| Admin fee / account holder | $12,752 | $10,905+16.9% | $9,243+38.0% | $10,885+17.2% |