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 | $144,408 | $202,318-28.6% | $172,739-16.4% | $152,861-5.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 17.30% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,919 | $5,856-67.2% | $5,143-62.7% | $4,762-59.7% |
| Participant deferral / active EE | $5,818 | $5,948-2.2% | $5,198+11.9% | $5,850-0.5% |
| Admin fee / account holder | $585 | $17,109-96.6% | $13,954-95.8% | $11,596-95.0% |