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 | $191,682 | $171,865+11.5% | $149,718+28.0% | $147,584+29.9% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 11.77% | 2113.22%-2101.4pp | 1501.63%-1489.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $8,610 | $6,275+37.2% | $5,445+58.1% | $4,876+76.6% |
| Participant deferral / active EE | $7,017 | $7,271-3.5% | $6,569+6.8% | $5,439+29.0% |
| Admin fee / account holder | $44,842 | $13,799+225.0% | $11,283+297.4% | $10,885+311.9% |