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 | $36,787 | $150,440-75.5% | $136,294-73.0% | $147,584-75.1% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 13.83% | 1049.08%-1035.3pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,731 | $5,256-67.1% | $4,695-63.1% | $4,876-64.5% |
| Participant deferral / active EE | $4,463 | $6,630-32.7% | $6,247-28.6% | $5,439-17.9% |
| Admin fee / account holder | $1,186 | $10,905-89.1% | $9,243-87.2% | $10,885-89.1% |