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 | $197,533 | $171,865+14.9% | $149,718+31.9% | $147,584+33.8% |
| Participation rate | 95.2% | 88.2%+7.0pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 18.80% | 2113.22%-2094.4pp | 1501.63%-1482.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $4,677 | $6,275-25.5% | $5,445-14.1% | $4,876-4.1% |
| Participant deferral / active EE | $18,045 | $7,271+148.2% | $6,569+174.7% | $5,439+231.8% |
| Admin fee / account holder | $8,378 | $13,799-39.3% | $11,283-25.7% | $10,885-23.0% |