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 | $71,791 | $202,318-64.5% | $172,739-58.4% | $152,861-53.0% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.4%+13.2pp |
| Annual return | 23.28% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,468 | $5,856-57.9% | $5,143-52.0% | $4,762-48.2% |
| Participant deferral / active EE | $3,931 | $5,948-33.9% | $5,198-24.4% | $5,850-32.8% |
| Admin fee / account holder | $3,200 | $17,109-81.3% | $13,954-77.1% | $11,596-72.4% |