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 | $31,851 | $202,318-84.3% | $172,739-81.6% | $152,861-79.2% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 21.29% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,660 | $5,856-37.5% | $5,143-28.8% | $4,762-23.2% |
| Participant deferral / active EE | $2,509 | $5,948-57.8% | $5,198-51.7% | $5,850-57.1% |
| Admin fee / account holder | $475 | $17,109-97.2% | $13,954-96.6% | $11,596-95.9% |