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 | $46,280 | $202,318-77.1% | $172,739-73.2% | $152,861-69.7% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 13.87% | 1029.65%-1015.8pp | 802.84%-789.0pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,371 | $5,856-76.6% | $5,143-73.3% | $4,762-71.2% |
| Participant deferral / active EE | $7,469 | $5,948+25.6% | $5,198+43.7% | $5,850+27.7% |
| Admin fee / account holder | $40,753 | $17,109+138.2% | $13,954+192.1% | $11,596+251.4% |