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 | $42,766 | $202,318-78.9% | $172,739-75.2% | $152,861-72.0% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.4%-4.2pp |
| Annual return | 24.57% | 1029.65%-1005.1pp | 802.84%-778.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,748 | $5,856-36.0% | $5,143-27.1% | $4,762-21.3% |
| Participant deferral / active EE | $2,983 | $5,948-49.9% | $5,198-42.6% | $5,850-49.0% |
| Admin fee / account holder | $2,396 | $17,109-86.0% | $13,954-82.8% | $11,596-79.3% |