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 | $81,100 | $202,318-59.9% | $172,739-53.1% | $152,861-46.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 19.82% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,595 | $5,856-72.8% | $5,143-69.0% | $4,762-66.5% |
| Participant deferral / active EE | $5,862 | $5,948-1.4% | $5,198+12.8% | $5,850+0.2% |
| Admin fee / account holder | $12,918 | $17,109-24.5% | $13,954-7.4% | $11,596+11.4% |