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 | $80,332 | $202,318-60.3% | $172,739-53.5% | $152,861-47.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 20.87% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,199 | $5,856-62.4% | $5,143-57.2% | $4,762-53.8% |
| Participant deferral / active EE | $3,694 | $5,948-37.9% | $5,198-28.9% | $5,850-36.9% |
| Admin fee / account holder | $6,326 | $17,109-63.0% | $13,954-54.7% | $11,596-45.4% |