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 | $64,935 | $150,440-56.8% | $136,294-52.4% | $147,584-56.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 16.32% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,096 | $5,256-60.1% | $4,695-55.4% | $4,876-57.0% |
| Participant deferral / active EE | $4,699 | $6,630-29.1% | $6,247-24.8% | $5,439-13.6% |
| Admin fee / account holder | $24,018 | $10,905+120.2% | $9,243+159.8% | $10,885+120.6% |