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 | $42,095 | $150,440-72.0% | $136,294-69.1% | $147,584-71.5% |
| Participation rate | 70.8% | 84.4%-13.6pp | 81.9%-11.1pp | 82.8%-12.0pp |
| Annual return | 21.27% | 1049.08%-1027.8pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,092 | $5,256-60.2% | $4,695-55.4% | $4,876-57.1% |
| Participant deferral / active EE | $7,384 | $6,630+11.4% | $6,247+18.2% | $5,439+35.8% |
| Admin fee / account holder | $1,936 | $10,905-82.3% | $9,243-79.1% | $10,885-82.2% |