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 | $28,875 | $150,440-80.8% | $136,294-78.8% | $147,584-80.4% |
| Participation rate | 79.2% | 84.4%-5.3pp | 81.9%-2.8pp | 82.8%-3.7pp |
| Annual return | 19.57% | 1049.08%-1029.5pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,137 | $5,256-59.3% | $4,695-54.5% | $4,876-56.2% |
| Participant deferral / active EE | $3,147 | $6,630-52.5% | $6,247-49.6% | $5,439-42.1% |
| Admin fee / account holder | $363 | $10,905-96.7% | $9,243-96.1% | $10,885-96.7% |