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 | $73,118 | $102,604-28.7% | $86,188-15.2% | $139,434-47.6% |
| Participation rate | 78.9% | 74.5%+4.5pp | 69.0%+10.0pp | 80.3%-1.4pp |
| Annual return | 16.37% | 1922.51%-1906.1pp | 1168.45%-1152.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,403 | $3,032-20.8% | $2,380+1.0% | $4,751-49.4% |
| Participant deferral / active EE | $3,219 | $4,676-31.1% | $3,985-19.2% | $6,710-52.0% |
| Admin fee / account holder | $865 | $8,657-90.0% | $6,852-87.4% | $11,403-92.4% |