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 | $202,374 | $102,604+97.2% | $86,188+134.8% | $139,434+45.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 18.34% | 1922.51%-1904.2pp | 1168.45%-1150.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,051 | $3,032-32.4% | $2,380-13.8% | $4,751-56.8% |
| Participant deferral / active EE | $5,989 | $4,676+28.1% | $3,985+50.3% | $6,710-10.7% |
| Admin fee / account holder | $47,730 | $8,657+451.4% | $6,852+596.6% | $11,403+318.6% |