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 | $198,434 | $150,440+31.9% | $136,294+45.6% | $147,584+34.5% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 15.74% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $17,622 | $5,256+235.3% | $4,695+275.3% | $4,876+261.4% |
| Participant deferral / active EE | $9,083 | $6,630+37.0% | $6,247+45.4% | $5,439+67.0% |
| Admin fee / account holder | $3,573 | $10,905-67.2% | $9,243-61.3% | $10,885-67.2% |