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 | $90,019 | $202,318-55.5% | $172,739-47.9% | $152,861-41.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 22.46% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,153 | $5,856-63.2% | $5,143-58.1% | $4,762-54.8% |
| Participant deferral / active EE | $4,531 | $5,948-23.8% | $5,198-12.8% | $5,850-22.5% |
| Admin fee / account holder | $3,189 | $17,109-81.4% | $13,954-77.1% | $11,596-72.5% |