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 | $91,418 | $150,440-39.2% | $136,294-32.9% | $147,584-38.1% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 18.99% | 1049.08%-1030.1pp | 5155.94%-5136.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,144 | $5,256-59.2% | $4,695-54.3% | $4,876-56.0% |
| Participant deferral / active EE | $10,400 | $6,630+56.9% | $6,247+66.5% | $5,439+91.2% |
| Admin fee / account holder | $2,629 | $10,905-75.9% | $9,243-71.6% | $10,885-75.9% |