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 | $162,394 | $150,440+7.9% | $136,294+19.2% | $147,584+10.0% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 15.97% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,356 | $5,256-55.2% | $4,695-49.8% | $4,876-51.7% |
| Participant deferral / active EE | $3,269 | $6,630-50.7% | $6,247-47.7% | $5,439-39.9% |
| Admin fee / account holder | $26,695 | $10,905+144.8% | $9,243+188.8% | $10,885+145.2% |