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 | $41,016 | $171,865-76.1% | $149,718-72.6% | $147,584-72.2% |
| Participation rate | 78.9% | 88.2%-9.2pp | 87.1%-8.1pp | 82.8%-3.9pp |
| Annual return | 19.08% | 2113.22%-2094.1pp | 1501.63%-1482.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,076 | $6,275-66.9% | $5,445-61.9% | $4,876-57.4% |
| Participant deferral / active EE | $5,340 | $7,271-26.6% | $6,569-18.7% | $5,439-1.8% |
| Admin fee / account holder | $404 | $13,799-97.1% | $11,283-96.4% | $10,885-96.3% |