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 | $31,806 | $202,318-84.3% | $172,739-81.6% | $152,861-79.2% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.4%+4.5pp |
| Annual return | 18.56% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,583 | $5,856-73.0% | $5,143-69.2% | $4,762-66.8% |
| Participant deferral / active EE | $2,798 | $5,948-53.0% | $5,198-46.2% | $5,850-52.2% |
| Admin fee / account holder | $1,872 | $17,109-89.1% | $13,954-86.6% | $11,596-83.9% |