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 | $50,748 | $202,318-74.9% | $172,739-70.6% | $152,861-66.8% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 22.72% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,425 | $5,856-41.5% | $5,143-33.4% | $4,762-28.1% |
| Participant deferral / active EE | $3,106 | $5,948-47.8% | $5,198-40.2% | $5,850-46.9% |
| Admin fee / account holder | $3,008 | $17,109-82.4% | $13,954-78.4% | $11,596-74.1% |