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 | $199,364 | $150,440+32.5% | $136,294+46.3% | $147,584+35.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.83% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $5,608 | $5,256+6.7% | $4,695+19.4% | $4,876+15.0% |
| Participant deferral / active EE | $10,371 | $6,630+56.4% | $6,247+66.0% | $5,439+90.7% |
| Admin fee / account holder | $14,407 | $10,905+32.1% | $9,243+55.9% | $10,885+32.4% |