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 | $202,226 | $150,440+34.4% | $136,294+48.4% | $147,584+37.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.91% | 1049.08%-1030.2pp | 5155.94%-5137.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $4,397 | $5,256-16.3% | $4,695-6.4% | $4,876-9.8% |
| Participant deferral / active EE | $5,267 | $6,630-20.6% | $6,247-15.7% | $5,439-3.2% |
| Admin fee / account holder | $43,806 | $10,905+301.7% | $9,243+373.9% | $10,885+302.4% |