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 | $85,816 | $202,318-57.6% | $172,739-50.3% | $152,861-43.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 19.28% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,140 | $5,856-46.4% | $5,143-39.0% | $4,762-34.1% |
| Participant deferral / active EE | $2,481 | $5,948-58.3% | $5,198-52.3% | $5,850-57.6% |
| Admin fee / account holder | $29,662 | $17,109+73.4% | $13,954+112.6% | $11,596+155.8% |