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 | $181,350 | $171,865+5.5% | $149,718+21.1% | $147,584+22.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.17% | 2113.22%-2094.0pp | 1501.63%-1482.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $4,831 | $6,275-23.0% | $5,445-11.3% | $4,876-0.9% |
| Participant deferral / active EE | $7,263 | $7,271-0.1% | $6,569+10.6% | $5,439+33.5% |
| Admin fee / account holder | $2,018 | $13,799-85.4% | $11,283-82.1% | $10,885-81.5% |