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 | $240,618 | $150,440+59.9% | $136,294+76.5% | $147,584+63.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.33% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,224 | $5,256-57.7% | $4,695-52.6% | $4,876-54.4% |
| Participant deferral / active EE | $6,719 | $6,630+1.3% | $6,247+7.6% | $5,439+23.5% |
| Admin fee / account holder | $2,056 | $10,905-81.1% | $9,243-77.8% | $10,885-81.1% |