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 | $78,082 | $202,318-61.4% | $172,739-54.8% | $152,861-48.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 34.11% | 1029.65%-995.5pp | 802.84%-768.7pp | 345.32%-311.2pp |
| Employer contribution / active EE | $3,711 | $5,856-36.6% | $5,143-27.8% | $4,762-22.1% |
| Participant deferral / active EE | $6,594 | $5,948+10.9% | $5,198+26.9% | $5,850+12.7% |
| Admin fee / account holder | $1,978 | $17,109-88.4% | $13,954-85.8% | $11,596-82.9% |