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 | $34,983 | $150,440-76.7% | $136,294-74.3% | $147,584-76.3% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 18.77% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,918 | $5,256-63.5% | $4,695-59.2% | $4,876-60.7% |
| Participant deferral / active EE | $3,620 | $6,630-45.4% | $6,247-42.1% | $5,439-33.4% |
| Admin fee / account holder | $676 | $10,905-93.8% | $9,243-92.7% | $10,885-93.8% |