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 | $192,202 | $70,587+172.3% | $124,672+54.2% | $85,850+123.9% |
| Participation rate | 71.2% | 64.4%+6.8pp | 74.6%-3.4pp | 69.3%+1.9pp |
| Annual return | 15.86% | 20688.83%-20673.0pp | 5142.93%-5127.1pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,987 | $1,913+3.9% | $3,324-40.2% | $2,565-22.5% |
| Participant deferral / active EE | $3,664 | $2,969+23.4% | $4,614-20.6% | $3,952-7.3% |
| Admin fee / account holder | $5,047 | $5,282-4.5% | $7,493-32.6% | $6,260-19.4% |