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 | $150,968 | $202,318-25.4% | $172,739-12.6% | $152,861-1.2% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 20.28% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,729 | $5,856-36.3% | $5,143-27.5% | $4,762-21.7% |
| Participant deferral / active EE | $4,018 | $5,948-32.4% | $5,198-22.7% | $5,850-31.3% |
| Admin fee / account holder | $613 | $17,109-96.4% | $13,954-95.6% | $11,596-94.7% |