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 | $86,490 | $202,318-57.3% | $172,739-49.9% | $152,861-43.4% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 18.28% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.0pp |
| Employer contribution / active EE | $4,691 | $5,856-19.9% | $5,143-8.8% | $4,762-1.5% |
| Participant deferral / active EE | $6,756 | $5,948+13.6% | $5,198+30.0% | $5,850+15.5% |
| Admin fee / account holder | $391 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |