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 | $181,658 | $150,440+20.8% | $136,294+33.3% | $147,584+23.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.01% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $5,391 | $5,256+2.6% | $4,695+14.8% | $4,876+10.5% |
| Participant deferral / active EE | $9,839 | $6,630+48.4% | $6,247+57.5% | $5,439+80.9% |
| Admin fee / account holder | $1,355 | $10,905-87.6% | $9,243-85.3% | $10,885-87.6% |