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 | $35,268 | $202,318-82.6% | $172,739-79.6% | $152,861-76.9% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 22.54% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,066 | $5,856-64.7% | $5,143-59.8% | $4,762-56.6% |
| Participant deferral / active EE | $4,650 | $5,948-21.8% | $5,198-10.5% | $5,850-20.5% |
| Admin fee / account holder | $365 | $17,109-97.9% | $13,954-97.4% | $11,596-96.9% |