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 | $29,985 | $150,440-80.1% | $136,294-78.0% | $147,584-79.7% |
| Participation rate | 79.2% | 84.4%-5.3pp | 81.9%-2.8pp | 82.8%-3.7pp |
| Annual return | 19.67% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,160 | $5,256-58.9% | $4,695-54.0% | $4,876-55.7% |
| Participant deferral / active EE | $3,586 | $6,630-45.9% | $6,247-42.6% | $5,439-34.1% |
| Admin fee / account holder | $1,609 | $10,905-85.2% | $9,243-82.6% | $10,885-85.2% |