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 | $157,247 | $100,852+55.9% | $90,404+73.9% | $158,922-1.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 9.59% | 1724.20%-1714.6pp | 1293.02%-1283.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,656 | $3,689-0.9% | $3,262+12.1% | $4,761-23.2% |
| Participant deferral / active EE | $4,979 | $4,348+14.5% | $3,963+25.6% | $5,982-16.8% |
| Admin fee / account holder | $18,191 | $6,501+179.8% | $5,611+224.2% | $11,246+61.8% |