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 | $42,217 | $150,440-71.9% | $136,294-69.0% | $147,584-71.4% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 16.80% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $896 | $5,256-83.0% | $4,695-80.9% | $4,876-81.6% |
| Participant deferral / active EE | $4,008 | $6,630-39.6% | $6,247-35.8% | $5,439-26.3% |
| Admin fee / account holder | $1,529 | $10,905-86.0% | $9,243-83.5% | $10,885-85.9% |