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 | $214,954 | $150,440+42.9% | $136,294+57.7% | $147,584+45.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 16.52% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $4,073 | $5,256-22.5% | $4,695-13.3% | $4,876-16.5% |
| Participant deferral / active EE | $5,979 | $6,630-9.8% | $6,247-4.3% | $5,439+9.9% |
| Admin fee / account holder | $3,732 | $10,905-65.8% | $9,243-59.6% | $10,885-65.7% |