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 | $84,249 | $202,318-58.4% | $172,739-51.2% | $152,861-44.9% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 16.77% | 1029.65%-1012.9pp | 802.84%-786.1pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,351 | $5,856-76.9% | $5,143-73.7% | $4,762-71.6% |
| Participant deferral / active EE | $3,174 | $5,948-46.6% | $5,198-38.9% | $5,850-45.7% |
| Admin fee / account holder | $760 | $17,109-95.6% | $13,954-94.6% | $11,596-93.4% |