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 | $73,542 | $202,318-63.7% | $172,739-57.4% | $152,861-51.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 22.63% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,452 | $5,856-75.2% | $5,143-71.8% | $4,762-69.5% |
| Participant deferral / active EE | $3,500 | $5,948-41.2% | $5,198-32.7% | $5,850-40.2% |
| Admin fee / account holder | $964 | $17,109-94.4% | $13,954-93.1% | $11,596-91.7% |