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 | $58,950 | $202,318-70.9% | $172,739-65.9% | $152,861-61.4% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 18.01% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,816 | $5,856-69.0% | $5,143-64.7% | $4,762-61.9% |
| Participant deferral / active EE | $8,389 | $5,948+41.0% | $5,198+61.4% | $5,850+43.4% |
| Admin fee / account holder | $2,234 | $17,109-86.9% | $13,954-84.0% | $11,596-80.7% |