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 | $50,739 | $150,440-66.3% | $136,294-62.8% | $147,584-65.6% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 17.58% | 1049.08%-1031.5pp | 5155.94%-5138.4pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,622 | $5,256-69.1% | $4,695-65.4% | $4,876-66.7% |
| Participant deferral / active EE | $5,064 | $6,630-23.6% | $6,247-18.9% | $5,439-6.9% |
| Admin fee / account holder | $3,021 | $10,905-72.3% | $9,243-67.3% | $10,885-72.2% |