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 | $246,733 | $150,440+64.0% | $136,294+81.0% | $147,584+67.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.63% | 1049.08%-1032.5pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $6,120 | $5,256+16.4% | $4,695+30.3% | $4,876+25.5% |
| Participant deferral / active EE | $11,700 | $6,630+76.5% | $6,247+87.3% | $5,439+115.1% |
| Admin fee / account holder | $978 | $10,905-91.0% | $9,243-89.4% | $10,885-91.0% |