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 | $62,364 | $202,318-69.2% | $172,739-63.9% | $152,861-59.2% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 15.40% | 1029.65%-1014.3pp | 802.84%-787.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,920 | $5,856-67.2% | $5,143-62.7% | $4,762-59.7% |
| Participant deferral / active EE | $2,396 | $5,948-59.7% | $5,198-53.9% | $5,850-59.1% |
| Admin fee / account holder | $739 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |