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 | $126,587 | $202,318-37.4% | $172,739-26.7% | $152,861-17.2% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 23.52% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,341 | $5,856-60.0% | $5,143-54.5% | $4,762-50.8% |
| Participant deferral / active EE | $6,084 | $5,948+2.3% | $5,198+17.1% | $5,850+4.0% |
| Admin fee / account holder | $2,636 | $17,109-84.6% | $13,954-81.1% | $11,596-77.3% |