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 | $196,908 | $171,865+14.6% | $149,718+31.5% | $147,584+33.4% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | 20.80% | 2113.22%-2092.4pp | 1501.63%-1480.8pp | 578.55%-557.8pp |
| Employer contribution / active EE | $5,067 | $6,275-19.3% | $5,445-6.9% | $4,876+3.9% |
| Participant deferral / active EE | $6,846 | $7,271-5.8% | $6,569+4.2% | $5,439+25.9% |
| Admin fee / account holder | $6,611 | $13,799-52.1% | $11,283-41.4% | $10,885-39.3% |