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 | $41,699 | $150,440-72.3% | $136,294-69.4% | $147,584-71.7% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 14.67% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,881 | $5,256-64.2% | $4,695-59.9% | $4,876-61.4% |
| Participant deferral / active EE | $2,637 | $6,630-60.2% | $6,247-57.8% | $5,439-51.5% |
| Admin fee / account holder | $24,252 | $10,905+122.4% | $9,243+162.4% | $10,885+122.8% |