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 | $188,566 | $150,440+25.3% | $136,294+38.4% | $147,584+27.8% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 13.93% | 1049.08%-1035.2pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $4,830 | $5,256-8.1% | $4,695+2.9% | $4,876-1.0% |
| Participant deferral / active EE | $10,094 | $6,630+52.2% | $6,247+61.6% | $5,439+85.6% |
| Admin fee / account holder | $5,049 | $10,905-53.7% | $9,243-45.4% | $10,885-53.6% |