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 | $59,956 | $202,318-70.4% | $172,739-65.3% | $152,861-60.8% |
| Participation rate | 90.5% | 87.1%+3.4pp | 82.6%+7.8pp | 82.4%+8.0pp |
| Annual return | 25.71% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,329 | $5,856-43.2% | $5,143-35.3% | $4,762-30.1% |
| Participant deferral / active EE | $5,912 | $5,948-0.6% | $5,198+13.7% | $5,850+1.0% |
| Admin fee / account holder | $1,354 | $17,109-92.1% | $13,954-90.3% | $11,596-88.3% |