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 | $189,903 | $150,440+26.2% | $136,294+39.3% | $147,584+28.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 14.78% | 1049.08%-1034.3pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $6,107 | $5,256+16.2% | $4,695+30.1% | $4,876+25.2% |
| Participant deferral / active EE | $12,030 | $6,630+81.4% | $6,247+92.6% | $5,439+121.2% |
| Admin fee / account holder | $2,036 | $10,905-81.3% | $9,243-78.0% | $10,885-81.3% |