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 | $235,230 | $150,440+56.4% | $136,294+72.6% | $147,584+59.4% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 18.07% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,947 | $5,256-24.9% | $4,695-15.9% | $4,876-19.1% |
| Participant deferral / active EE | $5,129 | $6,630-22.6% | $6,247-17.9% | $5,439-5.7% |
| Admin fee / account holder | $19,883 | $10,905+82.3% | $9,243+115.1% | $10,885+82.7% |