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 | $69,672 | $180,749-61.5% | $160,784-56.7% | $137,256-49.2% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 19.26% | 2234.46%-2215.2pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,834 | $4,155-55.9% | $3,733-50.9% | $4,156-55.9% |
| Participant deferral / active EE | $4,853 | $6,844-29.1% | $6,293-22.9% | $6,407-24.3% |
| Admin fee / account holder | $2,387 | $10,397-77.0% | $9,717-75.4% | $12,270-80.5% |