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 | $46,497 | $202,318-77.0% | $172,739-73.1% | $152,861-69.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 13.04% | 1029.65%-1016.6pp | 802.84%-789.8pp | 345.32%-332.3pp |
| Employer contribution / active EE | $1,539 | $5,856-73.7% | $5,143-70.1% | $4,762-67.7% |
| Participant deferral / active EE | $3,741 | $5,948-37.1% | $5,198-28.0% | $5,850-36.0% |
| Admin fee / account holder | $840 | $17,109-95.1% | $13,954-94.0% | $11,596-92.8% |