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 | $91,256 | $202,318-54.9% | $172,739-47.2% | $152,861-40.3% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 23.59% | 1029.65%-1006.1pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,924 | $5,856-67.1% | $5,143-62.6% | $4,762-59.6% |
| Participant deferral / active EE | $5,688 | $5,948-4.4% | $5,198+9.4% | $5,850-2.8% |
| Admin fee / account holder | $1,447 | $17,109-91.5% | $13,954-89.6% | $11,596-87.5% |