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 | $108,418 | $202,318-46.4% | $172,739-37.2% | $152,861-29.1% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 20.16% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,993 | $5,856-66.0% | $5,143-61.2% | $4,762-58.1% |
| Participant deferral / active EE | $4,818 | $5,948-19.0% | $5,198-7.3% | $5,850-17.6% |
| Admin fee / account holder | $3,175 | $17,109-81.4% | $13,954-77.2% | $11,596-72.6% |