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 | $174,055 | $150,440+15.7% | $136,294+27.7% | $147,584+17.9% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 12.20% | 1049.08%-1036.9pp | 5155.94%-5143.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $3,772 | $5,256-28.2% | $4,695-19.7% | $4,876-22.7% |
| Participant deferral / active EE | $10,921 | $6,630+64.7% | $6,247+74.8% | $5,439+100.8% |
| Admin fee / account holder | $28,947 | $10,905+165.4% | $9,243+213.2% | $10,885+165.9% |