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 | $25,644 | $150,440-83.0% | $136,294-81.2% | $147,584-82.6% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 24.89% | 1049.08%-1024.2pp | 5155.94%-5131.0pp | 578.55%-553.7pp |
| Employer contribution / active EE | $2,491 | $5,256-52.6% | $4,695-46.9% | $4,876-48.9% |
| Participant deferral / active EE | $6,090 | $6,630-8.1% | $6,247-2.5% | $5,439+12.0% |
| Admin fee / account holder | $1,161 | $10,905-89.4% | $9,243-87.4% | $10,885-89.3% |