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 8-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 | $102,989 | $202,318-49.1% | $172,739-40.4% | $152,861-32.6% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 21.37% | 1029.65%-1008.3pp | 802.84%-781.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,951 | $5,856-66.7% | $5,143-62.1% | $4,762-59.0% |
| Participant deferral / active EE | $3,219 | $5,948-45.9% | $5,198-38.1% | $5,850-45.0% |
| Admin fee / account holder | $3,461 | $17,109-79.8% | $13,954-75.2% | $11,596-70.2% |