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 | $24,978 | $99,020-74.8% | $86,590-71.2% | $147,584-83.1% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 21.03% | 1312.34%-1291.3pp | 964.84%-943.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $3,736 | $3,132+19.3% | $2,839+31.6% | $4,876-23.4% |
| Participant deferral / active EE | $4,388 | $3,972+10.5% | $3,609+21.6% | $5,439-19.3% |
| Admin fee / account holder | $5,904 | $5,710+3.4% | $4,906+20.3% | $10,885-45.8% |