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 | $40,522 | $150,440-73.1% | $136,294-70.3% | $147,584-72.5% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 10.47% | 1049.08%-1038.6pp | 5155.94%-5145.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,601 | $5,256-69.5% | $4,695-65.9% | $4,876-67.2% |
| Participant deferral / active EE | $4,637 | $6,630-30.1% | $6,247-25.8% | $5,439-14.7% |
| Admin fee / account holder | $19,810 | $10,905+81.7% | $9,243+114.3% | $10,885+82.0% |