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 | $104,328 | $150,440-30.7% | $136,294-23.5% | $147,584-29.3% |
| Participation rate | 79.2% | 84.4%-5.3pp | 81.9%-2.8pp | 82.8%-3.7pp |
| Annual return | 24.50% | 1049.08%-1024.6pp | 5155.94%-5131.4pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,384 | $5,256-73.7% | $4,695-70.5% | $4,876-71.6% |
| Participant deferral / active EE | $3,508 | $6,630-47.1% | $6,247-43.8% | $5,439-35.5% |
| Admin fee / account holder | $433 | $10,905-96.0% | $9,243-95.3% | $10,885-96.0% |