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 | $191,140 | $150,440+27.1% | $136,294+40.2% | $147,584+29.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 18.37% | 1049.08%-1030.7pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,111 | $5,256-59.8% | $4,695-55.0% | $4,876-56.7% |
| Participant deferral / active EE | $4,231 | $6,630-36.2% | $6,247-32.3% | $5,439-22.2% |
| Admin fee / account holder | $1,174 | $10,905-89.2% | $9,243-87.3% | $10,885-89.2% |