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 | $52,062 | $202,318-74.3% | $172,739-69.9% | $152,861-65.9% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.4%-4.2pp |
| Annual return | 36.51% | 1029.65%-993.1pp | 802.84%-766.3pp | 345.32%-308.8pp |
| Employer contribution / active EE | $1,688 | $5,856-71.2% | $5,143-67.2% | $4,762-64.6% |
| Participant deferral / active EE | $4,523 | $5,948-24.0% | $5,198-13.0% | $5,850-22.7% |
| Admin fee / account holder | $33,140 | $17,109+93.7% | $13,954+137.5% | $11,596+185.8% |