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 | $31,743 | $202,318-84.3% | $172,739-81.6% | $152,861-79.2% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 28.07% | 1029.65%-1001.6pp | 802.84%-774.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,108 | $5,856-46.9% | $5,143-39.6% | $4,762-34.7% |
| Participant deferral / active EE | $4,830 | $5,948-18.8% | $5,198-7.1% | $5,850-17.4% |
| Admin fee / account holder | $2,190 | $17,109-87.2% | $13,954-84.3% | $11,596-81.1% |