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 | $69,191 | $100,852-31.4% | $90,404-23.5% | $158,922-56.5% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.7%+6.3pp | 82.0%-3.0pp |
| Annual return | 13.59% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $917 | $3,689-75.1% | $3,262-71.9% | $4,761-80.7% |
| Participant deferral / active EE | $3,782 | $4,348-13.0% | $3,963-4.6% | $5,982-36.8% |
| Admin fee / account holder | $1,720 | $6,501-73.6% | $5,611-69.4% | $11,246-84.7% |