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 | $136,100 | $202,318-32.7% | $172,739-21.2% | $152,861-11.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 23.84% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,202 | $5,856-62.4% | $5,143-57.2% | $4,762-53.8% |
| Participant deferral / active EE | $7,003 | $5,948+17.7% | $5,198+34.7% | $5,850+19.7% |
| Admin fee / account holder | $2,467 | $17,109-85.6% | $13,954-82.3% | $11,596-78.7% |