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 | $191,207 | $101,317+88.7% | $146,958+30.1% | $74,495+156.7% |
| Participation rate | 72.5% | 75.5%-3.0pp | 82.2%-9.6pp | 67.2%+5.3pp |
| Annual return | 22.83% | 8730.91%-8708.1pp | 418.34%-395.5pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $3,845 | $3,810+0.9% | $4,933-22.1% | $2,623+46.6% |
| Participant deferral / active EE | $9,828 | $7,303+34.6% | $8,070+21.8% | $4,346+126.2% |
| Admin fee / account holder | $3,750 | $1,739+115.6% | $12,998-71.2% | $1,942+93.1% |