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 | $49,833 | $150,440-66.9% | $136,294-63.4% | $147,584-66.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 17.18% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,268 | $5,256-37.8% | $4,695-30.4% | $4,876-33.0% |
| Participant deferral / active EE | $5,695 | $6,630-14.1% | $6,247-8.8% | $5,439+4.7% |
| Admin fee / account holder | $382 | $10,905-96.5% | $9,243-95.9% | $10,885-96.5% |