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 | $40,982 | $171,865-76.2% | $149,718-72.6% | $147,584-72.2% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 17.34% | 2113.22%-2095.9pp | 1501.63%-1484.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,009 | $6,275-68.0% | $5,445-63.1% | $4,876-58.8% |
| Participant deferral / active EE | $5,195 | $7,271-28.5% | $6,569-20.9% | $5,439-4.5% |
| Admin fee / account holder | $35,756 | $13,799+159.1% | $11,283+216.9% | $10,885+228.5% |