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 | $90,904 | $202,318-55.1% | $172,739-47.4% | $152,861-40.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 20.98% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,704 | $5,856-53.8% | $5,143-47.4% | $4,762-43.2% |
| Participant deferral / active EE | $5,414 | $5,948-9.0% | $5,198+4.2% | $5,850-7.5% |
| Admin fee / account holder | $745 | $17,109-95.6% | $13,954-94.7% | $11,596-93.6% |