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 | $179,465 | $150,440+19.3% | $136,294+31.7% | $147,584+21.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.33% | 1049.08%-1030.8pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $5,194 | $5,256-1.2% | $4,695+10.6% | $4,876+6.5% |
| Participant deferral / active EE | $18,262 | $6,630+175.4% | $6,247+192.3% | $5,439+235.8% |
| Admin fee / account holder | $2,551 | $10,905-76.6% | $9,243-72.4% | $10,885-76.6% |