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 | $63,989 | $202,318-68.4% | $172,739-63.0% | $152,861-58.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 21.86% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,773 | $5,856-69.7% | $5,143-65.5% | $4,762-62.8% |
| Participant deferral / active EE | $3,839 | $5,948-35.5% | $5,198-26.1% | $5,850-34.4% |
| Admin fee / account holder | $677 | $17,109-96.0% | $13,954-95.2% | $11,596-94.2% |