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 | $30,049 | $150,440-80.0% | $136,294-78.0% | $147,584-79.6% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 19.39% | 1049.08%-1029.7pp | 5155.94%-5136.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $8,742 | $5,256+66.3% | $4,695+86.2% | $4,876+79.3% |
| Participant deferral / active EE | $5,552 | $6,630-16.3% | $6,247-11.1% | $5,439+2.1% |
| Admin fee / account holder | $449 | $10,905-95.9% | $9,243-95.1% | $10,885-95.9% |