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 9-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 | $152,479 | $202,318-24.6% | $172,739-11.7% | $152,861-0.2% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.4%-10.2pp |
| Annual return | 16.56% | 1029.65%-1013.1pp | 802.84%-786.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,700 | $5,856-71.0% | $5,143-66.9% | $4,762-64.3% |
| Participant deferral / active EE | $4,438 | $5,948-25.4% | $5,198-14.6% | $5,850-24.1% |
| Admin fee / account holder | $11,372 | $17,109-33.5% | $13,954-18.5% | $11,596-1.9% |