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 | $25,460 | $150,440-83.1% | $136,294-81.3% | $147,584-82.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.43% | 1049.08%-1027.7pp | 5155.94%-5134.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,673 | $5,256-68.2% | $4,695-64.4% | $4,876-65.7% |
| Participant deferral / active EE | $2,894 | $6,630-56.4% | $6,247-53.7% | $5,439-46.8% |
| Admin fee / account holder | $370 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |