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 | $76,112 | $180,749-57.9% | $160,784-52.7% | $137,256-44.5% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 11.29% | 2234.46%-2223.2pp | 1803.92%-1792.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,267 | $4,155-45.4% | $3,733-39.3% | $4,156-45.4% |
| Participant deferral / active EE | $4,414 | $6,844-35.5% | $6,293-29.9% | $6,407-31.1% |
| Admin fee / account holder | $2,969 | $10,397-71.4% | $9,717-69.4% | $12,270-75.8% |