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 | $152,339 | $202,318-24.7% | $172,739-11.8% | $152,861-0.3% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 19.55% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $9,030 | $5,856+54.2% | $5,143+75.6% | $4,762+89.6% |
| Participant deferral / active EE | $12,388 | $5,948+108.3% | $5,198+138.3% | $5,850+111.8% |
| Admin fee / account holder | $57,374 | $17,109+235.4% | $13,954+311.2% | $11,596+394.8% |