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 | $231,303 | $150,440+53.8% | $136,294+69.7% | $147,584+56.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 15.80% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $4,266 | $5,256-18.8% | $4,695-9.1% | $4,876-12.5% |
| Participant deferral / active EE | $6,765 | $6,630+2.0% | $6,247+8.3% | $5,439+24.4% |
| Admin fee / account holder | $63,095 | $10,905+478.6% | $9,243+582.6% | $10,885+479.6% |