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 | $60,605 | $202,318-70.0% | $172,739-64.9% | $152,861-60.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 23.30% | 1029.65%-1006.4pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $4,779 | $5,856-18.4% | $5,143-7.1% | $4,762+0.4% |
| Participant deferral / active EE | $2,826 | $5,948-52.5% | $5,198-45.6% | $5,850-51.7% |
| Admin fee / account holder | $5,071 | $17,109-70.4% | $13,954-63.7% | $11,596-56.3% |