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 | $91,876 | $202,318-54.6% | $172,739-46.8% | $152,861-39.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 22.73% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,827 | $5,856-68.8% | $5,143-64.5% | $4,762-61.6% |
| Participant deferral / active EE | $6,905 | $5,948+16.1% | $5,198+32.8% | $5,850+18.0% |
| Admin fee / account holder | $39,964 | $17,109+133.6% | $13,954+186.4% | $11,596+244.6% |