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 | $194,422 | $150,440+29.2% | $136,294+42.6% | $147,584+31.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 14.67% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $4,843 | $5,256-7.9% | $4,695+3.1% | $4,876-0.7% |
| Participant deferral / active EE | $11,249 | $6,630+69.7% | $6,247+80.1% | $5,439+106.8% |
| Admin fee / account holder | $5,200 | $10,905-52.3% | $9,243-43.7% | $10,885-52.2% |