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 | $37,521 | $171,865-78.2% | $149,718-74.9% | $147,584-74.6% |
| Participation rate | 86.7% | 88.2%-1.5pp | 87.1%-0.4pp | 82.8%+3.8pp |
| Annual return | 21.58% | 2113.22%-2091.6pp | 1501.63%-1480.0pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,590 | $6,275-74.7% | $5,445-70.8% | $4,876-67.4% |
| Participant deferral / active EE | $4,738 | $7,271-34.8% | $6,569-27.9% | $5,439-12.9% |
| Admin fee / account holder | $1,092 | $13,799-92.1% | $11,283-90.3% | $10,885-90.0% |