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 | $198,754 | $150,440+32.1% | $136,294+45.8% | $147,584+34.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 11.38% | 1049.08%-1037.7pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,530 | $5,256-51.9% | $4,695-46.1% | $4,876-48.1% |
| Participant deferral / active EE | $7,369 | $6,630+11.1% | $6,247+18.0% | $5,439+35.5% |
| Admin fee / account holder | $3,149 | $10,905-71.1% | $9,243-65.9% | $10,885-71.1% |