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 | $62,187 | $150,440-58.7% | $136,294-54.4% | $147,584-57.9% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 13.52% | 1049.08%-1035.6pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,367 | $5,256-55.0% | $4,695-49.6% | $4,876-51.5% |
| Participant deferral / active EE | $3,231 | $6,630-51.3% | $6,247-48.3% | $5,439-40.6% |
| Admin fee / account holder | $1,425 | $10,905-86.9% | $9,243-84.6% | $10,885-86.9% |