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 | $67,983 | $150,440-54.8% | $136,294-50.1% | $147,584-53.9% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 12.06% | 1049.08%-1037.0pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,528 | $5,256-70.9% | $4,695-67.5% | $4,876-68.7% |
| Participant deferral / active EE | $3,689 | $6,630-44.4% | $6,247-40.9% | $5,439-32.2% |
| Admin fee / account holder | $1,807 | $10,905-83.4% | $9,243-80.5% | $10,885-83.4% |