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 | $56,897 | $180,749-68.5% | $160,784-64.6% | $137,256-58.5% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 19.06% | 2234.46%-2215.4pp | 1803.92%-1784.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $862 | $4,155-79.3% | $3,733-76.9% | $4,156-79.3% |
| Participant deferral / active EE | $4,832 | $6,844-29.4% | $6,293-23.2% | $6,407-24.6% |
| Admin fee / account holder | $62,689 | $10,397+503.0% | $9,717+545.1% | $12,270+410.9% |