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 | $102,838 | $150,440-31.6% | $136,294-24.5% | $147,584-30.3% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 24.26% | 1049.08%-1024.8pp | 5155.94%-5131.7pp | 578.55%-554.3pp |
| Employer contribution / active EE | $3,820 | $5,256-27.3% | $4,695-18.7% | $4,876-21.7% |
| Participant deferral / active EE | $12,275 | $6,630+85.1% | $6,247+96.5% | $5,439+125.7% |
| Admin fee / account holder | $2,044 | $10,905-81.3% | $9,243-77.9% | $10,885-81.2% |