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 | $41,273 | $202,318-79.6% | $172,739-76.1% | $152,861-73.0% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.4%-4.2pp |
| Annual return | 14.97% | 1029.65%-1014.7pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,301 | $5,856-60.7% | $5,143-55.3% | $4,762-51.7% |
| Participant deferral / active EE | $4,549 | $5,948-23.5% | $5,198-12.5% | $5,850-22.2% |
| Admin fee / account holder | $24,632 | $17,109+44.0% | $13,954+76.5% | $11,596+112.4% |