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 | $164,259 | $150,440+9.2% | $136,294+20.5% | $147,584+11.3% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 16.05% | 1049.08%-1033.0pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,038 | $5,256-80.2% | $4,695-77.9% | $4,876-78.7% |
| Participant deferral / active EE | $10,749 | $6,630+62.1% | $6,247+72.1% | $5,439+97.6% |
| Admin fee / account holder | $14,782 | $10,905+35.5% | $9,243+59.9% | $10,885+35.8% |