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 | $48,285 | $202,318-76.1% | $172,739-72.0% | $152,861-68.4% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 16.51% | 1029.65%-1013.1pp | 802.84%-786.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,645 | $5,856-71.9% | $5,143-68.0% | $4,762-65.5% |
| Participant deferral / active EE | $2,340 | $5,948-60.7% | $5,198-55.0% | $5,850-60.0% |
| Admin fee / account holder | $22,679 | $17,109+32.6% | $13,954+62.5% | $11,596+95.6% |