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 | $63,778 | $150,440-57.6% | $136,294-53.2% | $147,584-56.8% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 20.36% | 1049.08%-1028.7pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $3,584 | $5,256-31.8% | $4,695-23.7% | $4,876-26.5% |
| Participant deferral / active EE | $10,014 | $6,630+51.0% | $6,247+60.3% | $5,439+84.1% |
| Admin fee / account holder | $884 | $10,905-91.9% | $9,243-90.4% | $10,885-91.9% |