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 | $56,549 | $150,440-62.4% | $136,294-58.5% | $147,584-61.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 11.64% | 1049.08%-1037.4pp | 5155.94%-5144.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,841 | $5,256-46.0% | $4,695-39.5% | $4,876-41.7% |
| Participant deferral / active EE | $11,103 | $6,630+67.5% | $6,247+77.7% | $5,439+104.2% |
| Admin fee / account holder | $40,118 | $10,905+267.9% | $9,243+334.0% | $10,885+268.6% |