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 | $69,839 | $202,318-65.5% | $172,739-59.6% | $152,861-54.3% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 25.04% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,257 | $5,856-78.5% | $5,143-75.6% | $4,762-73.6% |
| Participant deferral / active EE | $3,974 | $5,948-33.2% | $5,198-23.5% | $5,850-32.1% |
| Admin fee / account holder | $6,220 | $17,109-63.6% | $13,954-55.4% | $11,596-46.4% |