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 | $153,860 | $202,318-24.0% | $172,739-10.9% | $152,861+0.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 22.52% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,840 | $5,856-68.6% | $5,143-64.2% | $4,762-61.4% |
| Participant deferral / active EE | $5,984 | $5,948+0.6% | $5,198+15.1% | $5,850+2.3% |
| Admin fee / account holder | $1,035 | $17,109-94.0% | $13,954-92.6% | $11,596-91.1% |