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 | $32,630 | $150,440-78.3% | $136,294-76.1% | $147,584-77.9% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 19.51% | 1049.08%-1029.6pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,906 | $5,256-63.7% | $4,695-59.4% | $4,876-60.9% |
| Participant deferral / active EE | $3,833 | $6,630-42.2% | $6,247-38.6% | $5,439-29.5% |
| Admin fee / account holder | $2,993 | $10,905-72.6% | $9,243-67.6% | $10,885-72.5% |