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 | $40,039 | $150,440-73.4% | $136,294-70.6% | $147,584-72.9% |
| Participation rate | 73.7% | 84.4%-10.7pp | 81.9%-8.2pp | 82.8%-9.1pp |
| Annual return | 29.88% | 1049.08%-1019.2pp | 5155.94%-5126.1pp | 578.55%-548.7pp |
| Employer contribution / active EE | $3,162 | $5,256-39.8% | $4,695-32.7% | $4,876-35.2% |
| Participant deferral / active EE | $5,493 | $6,630-17.2% | $6,247-12.1% | $5,439+1.0% |
| Admin fee / account holder | $2,327 | $10,905-78.7% | $9,243-74.8% | $10,885-78.6% |