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 8-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 | $91,566 | $180,749-49.3% | $160,784-43.1% | $137,256-33.3% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 16.67% | 2234.46%-2217.8pp | 1803.92%-1787.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,510 | $4,155-39.6% | $3,733-32.8% | $4,156-39.6% |
| Participant deferral / active EE | $10,589 | $6,844+54.7% | $6,293+68.3% | $6,407+65.3% |
| Admin fee / account holder | $1,081 | $10,397-89.6% | $9,717-88.9% | $12,270-91.2% |