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 | $53,348 | $202,318-73.6% | $172,739-69.1% | $152,861-65.1% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.4%+13.4pp |
| Annual return | 15.96% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $3,143 | $5,856-46.3% | $5,143-38.9% | $4,762-34.0% |
| Participant deferral / active EE | $2,440 | $5,948-59.0% | $5,198-53.1% | $5,850-58.3% |
| Admin fee / account holder | $7,323 | $17,109-57.2% | $13,954-47.5% | $11,596-36.9% |