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 | $233,804 | $171,865+36.0% | $149,718+56.2% | $147,584+58.4% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 13.81% | 2113.22%-2099.4pp | 1501.63%-1487.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $8,667 | $6,275+38.1% | $5,445+59.2% | $4,876+77.7% |
| Participant deferral / active EE | $5,792 | $7,271-20.3% | $6,569-11.8% | $5,439+6.5% |
| Admin fee / account holder | $7,046 | $13,799-48.9% | $11,283-37.6% | $10,885-35.3% |