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 | $56,035 | $176,662-68.3% | $130,648-57.1% | $152,861-63.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 19.61% | 2692.24%-2672.6pp | 1708.96%-1689.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,009 | $5,742-65.0% | $4,092-50.9% | $4,762-57.8% |
| Participant deferral / active EE | $1,985 | $4,361-54.5% | $3,603-44.9% | $5,850-66.1% |
| Admin fee / account holder | $363 | $7,133-94.9% | $5,464-93.4% | $11,596-96.9% |