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 | $242,971 | $202,318+20.1% | $172,739+40.7% | $152,861+58.9% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 22.72% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $5,167 | $5,856-11.8% | $5,143+0.5% | $4,762+8.5% |
| Participant deferral / active EE | $4,173 | $5,948-29.8% | $5,198-19.7% | $5,850-28.7% |
| Admin fee / account holder | $486 | $17,109-97.2% | $13,954-96.5% | $11,596-95.8% |