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 | $63,487 | $72,400-12.3% | $67,502-5.9% | $145,922-56.5% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 14.99% | 7182.46%-7167.5pp | 3512.12%-3497.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $6,084 | $3,069+98.2% | $2,731+122.8% | $4,660+30.6% |
| Participant deferral / active EE | $2,581 | $4,783-46.0% | $4,000-35.5% | $6,688-61.4% |
| Admin fee / account holder | $2,032 | $5,539-63.3% | $3,998-49.2% | $13,397-84.8% |