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 | $61,858 | $202,318-69.4% | $172,739-64.2% | $152,861-59.5% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 21.94% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $4,379 | $5,856-25.2% | $5,143-14.9% | $4,762-8.1% |
| Participant deferral / active EE | $3,257 | $5,948-45.2% | $5,198-37.3% | $5,850-44.3% |
| Admin fee / account holder | $521 | $17,109-97.0% | $13,954-96.3% | $11,596-95.5% |