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 | $46,225 | $150,440-69.3% | $136,294-66.1% | $147,584-68.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 11.47% | 1049.08%-1037.6pp | 5155.94%-5144.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,464 | $5,256-53.1% | $4,695-47.5% | $4,876-49.5% |
| Participant deferral / active EE | $10,171 | $6,630+53.4% | $6,247+62.8% | $5,439+87.0% |
| Admin fee / account holder | $18,485 | $10,905+69.5% | $9,243+100.0% | $10,885+69.8% |