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 | $76,219 | $202,318-62.3% | $172,739-55.9% | $152,861-50.1% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 23.66% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $7,427 | $5,856+26.8% | $5,143+44.4% | $4,762+55.9% |
| Participant deferral / active EE | $5,745 | $5,948-3.4% | $5,198+10.5% | $5,850-1.8% |
| Admin fee / account holder | $1,376 | $17,109-92.0% | $13,954-90.1% | $11,596-88.1% |