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 | $24,574 | $150,440-83.7% | $136,294-82.0% | $147,584-83.3% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 18.88% | 1049.08%-1030.2pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,508 | $5,256-71.3% | $4,695-67.9% | $4,876-69.1% |
| Participant deferral / active EE | $3,323 | $6,630-49.9% | $6,247-46.8% | $5,439-38.9% |
| Admin fee / account holder | $382 | $10,905-96.5% | $9,243-95.9% | $10,885-96.5% |