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 | $52,903 | $150,440-64.8% | $136,294-61.2% | $147,584-64.2% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 12.33% | 1049.08%-1036.8pp | 5155.94%-5143.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,971 | $5,256-43.5% | $4,695-36.7% | $4,876-39.1% |
| Participant deferral / active EE | $5,653 | $6,630-14.7% | $6,247-9.5% | $5,439+3.9% |
| Admin fee / account holder | $27,307 | $10,905+150.4% | $9,243+195.4% | $10,885+150.9% |