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 | $239,398 | $171,865+39.3% | $149,718+59.9% | $147,584+62.2% |
| Participation rate | 73.7% | 88.2%-14.5pp | 87.1%-13.4pp | 82.8%-9.1pp |
| Annual return | 16.87% | 2113.22%-2096.3pp | 1501.63%-1484.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,355 | $7,271+1.2% | $6,569+12.0% | $5,439+35.2% |
| Admin fee / account holder | $2,425 | $13,799-82.4% | $11,283-78.5% | $10,885-77.7% |