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 | $43,095 | $202,318-78.7% | $172,739-75.1% | $152,861-71.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 35.96% | 1029.65%-993.7pp | 802.84%-766.9pp | 345.32%-309.4pp |
| Employer contribution / active EE | $2,724 | $5,856-53.5% | $5,143-47.0% | $4,762-42.8% |
| Participant deferral / active EE | $2,989 | $5,948-49.7% | $5,198-42.5% | $5,850-48.9% |
| Admin fee / account holder | $9,609 | $17,109-43.8% | $13,954-31.1% | $11,596-17.1% |