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 | $40,867 | $202,318-79.8% | $172,739-76.3% | $152,861-73.3% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 25.83% | 1029.65%-1003.8pp | 802.84%-777.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,559 | $5,856-56.3% | $5,143-50.3% | $4,762-46.3% |
| Participant deferral / active EE | $5,940 | $5,948-0.1% | $5,198+14.3% | $5,850+1.5% |
| Admin fee / account holder | $549 | $17,109-96.8% | $13,954-96.1% | $11,596-95.3% |