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 | $215,858 | $150,440+43.5% | $136,294+58.4% | $147,584+46.3% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 12.85% | 1049.08%-1036.2pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $3,790 | $5,256-27.9% | $4,695-19.3% | $4,876-22.3% |
| Participant deferral / active EE | $12,396 | $6,630+87.0% | $6,247+98.4% | $5,439+127.9% |
| Admin fee / account holder | $20,915 | $10,905+91.8% | $9,243+126.3% | $10,885+92.1% |