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 | $181,468 | $171,865+5.6% | $149,718+21.2% | $147,584+23.0% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 16.78% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $9,341 | $6,275+48.9% | $5,445+71.6% | $4,876+91.6% |
| Participant deferral / active EE | $18,299 | $7,271+151.7% | $6,569+178.6% | $5,439+236.5% |
| Admin fee / account holder | $68,900 | $13,799+399.3% | $11,283+510.7% | $10,885+533.0% |