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 | $80,270 | $202,318-60.3% | $172,739-53.5% | $152,861-47.5% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 20.03% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,523 | $5,856-56.9% | $5,143-50.9% | $4,762-47.0% |
| Participant deferral / active EE | $4,817 | $5,948-19.0% | $5,198-7.3% | $5,850-17.7% |
| Admin fee / account holder | $431 | $17,109-97.5% | $13,954-96.9% | $11,596-96.3% |