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 | $199,096 | $171,865+15.8% | $149,718+33.0% | $147,584+34.9% |
| Participation rate | 85.0% | 88.2%-3.2pp | 87.1%-2.1pp | 82.8%+2.2pp |
| Annual return | 18.43% | 2113.22%-2094.8pp | 1501.63%-1483.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $4,053 | $6,275-35.4% | $5,445-25.6% | $4,876-16.9% |
| Participant deferral / active EE | $13,473 | $7,271+85.3% | $6,569+105.1% | $5,439+147.7% |
| Admin fee / account holder | $829 | $13,799-94.0% | $11,283-92.7% | $10,885-92.4% |