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 | $171,788 | $171,8650% | $149,718+14.7% | $147,584+16.4% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 15.38% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,785 | $6,275-71.5% | $5,445-67.2% | $4,876-63.4% |
| Participant deferral / active EE | $5,999 | $7,271-17.5% | $6,569-8.7% | $5,439+10.3% |
| Admin fee / account holder | $1,583 | $13,799-88.5% | $11,283-86.0% | $10,885-85.5% |