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 | $221,505 | $171,865+28.9% | $149,718+47.9% | $147,584+50.1% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 10.78% | 2113.22%-2102.4pp | 1501.63%-1490.8pp | 578.55%-567.8pp |
| Employer contribution / active EE | $4,014 | $6,275-36.0% | $5,445-26.3% | $4,876-17.7% |
| Participant deferral / active EE | $12,547 | $7,271+72.6% | $6,569+91.0% | $5,439+130.7% |
| Admin fee / account holder | $40,076 | $13,799+190.4% | $11,283+255.2% | $10,885+268.2% |