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 | $99,333 | $175,202-43.3% | $149,673-33.6% | $139,434-28.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 17.48% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,218 | $5,474-77.7% | $4,818-74.7% | $4,751-74.4% |
| Participant deferral / active EE | $2,161 | $6,519-66.8% | $5,680-62.0% | $6,710-67.8% |
| Admin fee / account holder | $635 | $16,150-96.1% | $13,210-95.2% | $11,403-94.4% |