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 | $241,799 | $202,318+19.5% | $172,739+40.0% | $152,861+58.2% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 24.76% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,198 | $5,856-62.5% | $5,143-57.3% | $4,762-53.8% |
| Participant deferral / active EE | $3,864 | $5,948-35.0% | $5,198-25.7% | $5,850-33.9% |
| Admin fee / account holder | $1,365 | $17,109-92.0% | $13,954-90.2% | $11,596-88.2% |