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 | $66,317 | $180,749-63.3% | $160,784-58.8% | $137,256-51.7% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 17.60% | 2234.46%-2216.9pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $771 | $4,155-81.4% | $3,733-79.3% | $4,156-81.4% |
| Participant deferral / active EE | $3,257 | $6,844-52.4% | $6,293-48.2% | $6,407-49.2% |
| Admin fee / account holder | $1,415 | $10,397-86.4% | $9,717-85.4% | $12,270-88.5% |