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 | $88,562 | $202,318-56.2% | $172,739-48.7% | $152,861-42.1% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 17.48% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,065 | $5,856-64.7% | $5,143-59.8% | $4,762-56.6% |
| Participant deferral / active EE | $4,084 | $5,948-31.3% | $5,198-21.4% | $5,850-30.2% |
| Admin fee / account holder | $6,606 | $17,109-61.4% | $13,954-52.7% | $11,596-43.0% |