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 | $220,473 | $150,440+46.6% | $136,294+61.8% | $147,584+49.4% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 13.76% | 1049.08%-1035.3pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,663 | $5,256-49.3% | $4,695-43.3% | $4,876-45.4% |
| Participant deferral / active EE | $3,614 | $6,630-45.5% | $6,247-42.2% | $5,439-33.6% |
| Admin fee / account holder | $26,088 | $10,905+139.2% | $9,243+182.2% | $10,885+139.7% |