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 | $247,193 | $150,440+64.3% | $136,294+81.4% | $147,584+67.5% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 16.01% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $8,910 | $5,256+69.5% | $4,695+89.8% | $4,876+82.7% |
| Participant deferral / active EE | $10,732 | $6,630+61.9% | $6,247+71.8% | $5,439+97.3% |
| Admin fee / account holder | $1,100 | $10,905-89.9% | $9,243-88.1% | $10,885-89.9% |