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 | $41,575 | $150,440-72.4% | $136,294-69.5% | $147,584-71.8% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 44.56% | 1049.08%-1004.5pp | 5155.94%-5111.4pp | 578.55%-534.0pp |
| Employer contribution / active EE | $2,966 | $5,256-43.6% | $4,695-36.8% | $4,876-39.2% |
| Participant deferral / active EE | $7,025 | $6,630+5.9% | $6,247+12.4% | $5,439+29.2% |
| Admin fee / account holder | $4,308 | $10,905-60.5% | $9,243-53.4% | $10,885-60.4% |