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 | $183,776 | $171,865+6.9% | $149,718+22.7% | $147,584+24.5% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 20.47% | 2113.22%-2092.7pp | 1501.63%-1481.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $5,258 | $6,275-16.2% | $5,445-3.4% | $4,876+7.8% |
| Participant deferral / active EE | $11,069 | $7,271+52.2% | $6,569+68.5% | $5,439+103.5% |
| Admin fee / account holder | $1,821 | $13,799-86.8% | $11,283-83.9% | $10,885-83.3% |