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 | $41,913 | $202,318-79.3% | $172,739-75.7% | $152,861-72.6% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 20.50% | 1029.65%-1009.2pp | 802.84%-782.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,450 | $5,856-58.2% | $5,143-52.4% | $4,762-48.5% |
| Participant deferral / active EE | $5,021 | $5,948-15.6% | $5,198-3.4% | $5,850-14.2% |
| Admin fee / account holder | $15,089 | $17,109-11.8% | $13,954+8.1% | $11,596+30.1% |