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 | $234,384 | $202,318+15.8% | $172,739+35.7% | $152,861+53.3% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 19.83% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,421 | $5,856-41.6% | $5,143-33.5% | $4,762-28.2% |
| Participant deferral / active EE | $12,994 | $5,948+118.5% | $5,198+150.0% | $5,850+122.1% |
| Admin fee / account holder | $1,056 | $17,109-93.8% | $13,954-92.4% | $11,596-90.9% |