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 | $32,561 | $202,318-83.9% | $172,739-81.2% | $152,861-78.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 16.72% | 1029.65%-1012.9pp | 802.84%-786.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,511 | $5,856-74.2% | $5,143-70.6% | $4,762-68.3% |
| Participant deferral / active EE | $2,673 | $5,948-55.1% | $5,198-48.6% | $5,850-54.3% |
| Admin fee / account holder | $9,957 | $17,109-41.8% | $13,954-28.6% | $11,596-14.1% |