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 | $24,903 | $150,440-83.4% | $136,294-81.7% | $147,584-83.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 24.83% | 1049.08%-1024.3pp | 5155.94%-5131.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $2,146 | $5,256-59.2% | $4,695-54.3% | $4,876-56.0% |
| Participant deferral / active EE | $2,815 | $6,630-57.6% | $6,247-54.9% | $5,439-48.2% |
| Admin fee / account holder | $1,674 | $10,905-84.6% | $9,243-81.9% | $10,885-84.6% |