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 | $166,178 | $150,440+10.5% | $136,294+21.9% | $147,584+12.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 12.52% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,936 | $5,256-25.1% | $4,695-16.2% | $4,876-19.3% |
| Participant deferral / active EE | $9,866 | $6,630+48.8% | $6,247+57.9% | $5,439+81.4% |
| Admin fee / account holder | $5,145 | $10,905-52.8% | $9,243-44.3% | $10,885-52.7% |