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 | $234,591 | $150,440+55.9% | $136,294+72.1% | $147,584+59.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.82% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $4,350 | $5,256-17.2% | $4,695-7.4% | $4,876-10.8% |
| Participant deferral / active EE | $11,516 | $6,630+73.7% | $6,247+84.3% | $5,439+111.7% |
| Admin fee / account holder | $2,261 | $10,905-79.3% | $9,243-75.5% | $10,885-79.2% |