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 | $98,200 | $202,318-51.5% | $172,739-43.2% | $152,861-35.8% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.4%+13.4pp |
| Annual return | 16.78% | 1029.65%-1012.9pp | 802.84%-786.1pp | 345.32%-328.5pp |
| Employer contribution / active EE | $5,181 | $5,856-11.5% | $5,143+0.7% | $4,762+8.8% |
| Participant deferral / active EE | $4,206 | $5,948-29.3% | $5,198-19.1% | $5,850-28.1% |
| Admin fee / account holder | $7,396 | $17,109-56.8% | $13,954-47.0% | $11,596-36.2% |