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 | $72,179 | $202,318-64.3% | $172,739-58.2% | $152,861-52.8% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.4%+12.6pp |
| Annual return | 15.17% | 1029.65%-1014.5pp | 802.84%-787.7pp | 345.32%-330.1pp |
| Employer contribution / active EE | $4,645 | $5,856-20.7% | $5,143-9.7% | $4,762-2.5% |
| Participant deferral / active EE | $4,000 | $5,948-32.7% | $5,198-23.0% | $5,850-31.6% |
| Admin fee / account holder | $968 | $17,109-94.3% | $13,954-93.1% | $11,596-91.7% |