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 | $111,021 | $171,865-35.4% | $149,718-25.8% | $147,584-24.8% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 15.81% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,515 | $6,275-59.9% | $5,445-53.8% | $4,876-48.4% |
| Participant deferral / active EE | $3,979 | $7,271-45.3% | $6,569-39.4% | $5,439-26.8% |
| Admin fee / account holder | $862 | $13,799-93.8% | $11,283-92.4% | $10,885-92.1% |