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 | $166,996 | $171,865-2.8% | $149,718+11.5% | $147,584+13.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 10.11% | 2113.22%-2103.1pp | 1501.63%-1491.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $12,144 | $6,275+93.5% | $5,445+123.0% | $4,876+149.0% |
| Participant deferral / active EE | $13,743 | $7,271+89.0% | $6,569+109.2% | $5,439+152.7% |
| Admin fee / account holder | $22,189 | $13,799+60.8% | $11,283+96.7% | $10,885+103.8% |