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 | $197,422 | $150,440+31.2% | $136,294+44.9% | $147,584+33.8% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 16.59% | 1049.08%-1032.5pp | 5155.94%-5139.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $4,282 | $5,256-18.5% | $4,695-8.8% | $4,876-12.2% |
| Participant deferral / active EE | $6,162 | $6,630-7.1% | $6,247-1.4% | $5,439+13.3% |
| Admin fee / account holder | $73,416 | $10,905+573.2% | $9,243+694.3% | $10,885+574.5% |