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 | $74,259 | $202,318-63.3% | $172,739-57.0% | $152,861-51.4% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.4%+13.2pp |
| Annual return | 26.59% | 1029.65%-1003.1pp | 802.84%-776.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $7,635 | $5,856+30.4% | $5,143+48.5% | $4,762+60.3% |
| Participant deferral / active EE | $4,776 | $5,948-19.7% | $5,198-8.1% | $5,850-18.4% |
| Admin fee / account holder | $397 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |