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 | $48,683 | $202,318-75.9% | $172,739-71.8% | $152,861-68.2% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 16.13% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,008 | $5,856-65.7% | $5,143-61.0% | $4,762-57.8% |
| Participant deferral / active EE | $3,212 | $5,948-46.0% | $5,198-38.2% | $5,850-45.1% |
| Admin fee / account holder | $1,179 | $17,109-93.1% | $13,954-91.5% | $11,596-89.8% |