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 | $46,414 | $180,749-74.3% | $160,784-71.1% | $137,256-66.2% |
| Participation rate | 94.7% | 80.0%+14.8pp | 77.0%+17.8pp | 80.0%+14.8pp |
| Annual return | 17.32% | 2234.46%-2217.1pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,557 | $4,155-14.4% | $3,733-4.7% | $4,156-14.4% |
| Participant deferral / active EE | $9,330 | $6,844+36.3% | $6,293+48.3% | $6,407+45.6% |
| Admin fee / account holder | $564 | $10,397-94.6% | $9,717-94.2% | $12,270-95.4% |