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 | $80,213 | $202,318-60.4% | $172,739-53.6% | $152,861-47.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 21.88% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,795 | $5,856-69.4% | $5,143-65.1% | $4,762-62.3% |
| Participant deferral / active EE | $7,320 | $5,948+23.1% | $5,198+40.8% | $5,850+25.1% |
| Admin fee / account holder | $748 | $17,109-95.6% | $13,954-94.6% | $11,596-93.5% |