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 | $46,326 | $150,440-69.2% | $136,294-66.0% | $147,584-68.6% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 16.55% | 1049.08%-1032.5pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,210 | $5,256-58.0% | $4,695-52.9% | $4,876-54.7% |
| Participant deferral / active EE | $13,842 | $6,630+108.8% | $6,247+121.6% | $5,439+154.5% |
| Admin fee / account holder | $7,368 | $10,905-32.4% | $9,243-20.3% | $10,885-32.3% |