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 | $61,890 | $202,318-69.4% | $172,739-64.2% | $152,861-59.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 25.92% | 1029.65%-1003.7pp | 802.84%-776.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,542 | $5,856-56.6% | $5,143-50.6% | $4,762-46.6% |
| Participant deferral / active EE | $5,759 | $5,948-3.2% | $5,198+10.8% | $5,850-1.6% |
| Admin fee / account holder | $673 | $17,109-96.1% | $13,954-95.2% | $11,596-94.2% |