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 | $78,408 | $156,846-50.0% | $121,098-35.3% | $139,434-43.8% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 10.92% | 1474.56%-1463.6pp | 985.75%-974.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,044 | $5,536-63.1% | $4,164-50.9% | $4,751-57.0% |
| Participant deferral / active EE | $2,044 | $4,844-57.8% | $4,080-49.9% | $6,710-69.5% |
| Admin fee / account holder | $325 | $6,946-95.3% | $5,644-94.2% | $11,403-97.1% |