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 | $68,654 | $150,440-54.4% | $136,294-49.6% | $147,584-53.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 28.09% | 1049.08%-1021.0pp | 5155.94%-5127.8pp | 578.55%-550.5pp |
| Employer contribution / active EE | $2,266 | $5,256-56.9% | $4,695-51.7% | $4,876-53.5% |
| Participant deferral / active EE | $9,670 | $6,630+45.8% | $6,247+54.8% | $5,439+77.8% |
| Admin fee / account holder | $52,782 | $10,905+384.0% | $9,243+471.0% | $10,885+384.9% |