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 | $51,003 | $202,318-74.8% | $172,739-70.5% | $152,861-66.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 21.12% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $12,523 | $5,856+113.9% | $5,143+143.5% | $4,762+163.0% |
| Participant deferral / active EE | $10,714 | $5,948+80.1% | $5,198+106.1% | $5,850+83.1% |
| Admin fee / account holder | $1,350 | $17,109-92.1% | $13,954-90.3% | $11,596-88.4% |