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 | $206,043 | $171,865+19.9% | $149,718+37.6% | $147,584+39.6% |
| Participation rate | 86.4% | 88.2%-1.8pp | 87.1%-0.7pp | 82.8%+3.5pp |
| Annual return | 15.66% | 2113.22%-2097.6pp | 1501.63%-1486.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,951 | $7,271+64.4% | $6,569+81.9% | $5,439+119.7% |
| Admin fee / account holder | $14,271 | $13,799+3.4% | $11,283+26.5% | $10,885+31.1% |