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 | $70,603 | $171,865-58.9% | $149,718-52.8% | $147,584-52.2% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 12.03% | 2113.22%-2101.2pp | 1501.63%-1489.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,235 | $6,275-32.5% | $5,445-22.2% | $4,876-13.2% |
| Participant deferral / active EE | $14,680 | $7,271+101.9% | $6,569+123.5% | $5,439+169.9% |
| Admin fee / account holder | $50,108 | $13,799+263.1% | $11,283+344.1% | $10,885+360.3% |