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 | $122,921 | $180,749-32.0% | $160,784-23.5% | $137,256-10.4% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 15.11% | 2234.46%-2219.4pp | 1803.92%-1788.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,886 | $4,155-54.6% | $3,733-49.5% | $4,156-54.6% |
| Participant deferral / active EE | $4,469 | $6,844-34.7% | $6,293-29.0% | $6,407-30.2% |
| Admin fee / account holder | $4,305 | $10,397-58.6% | $9,717-55.7% | $12,270-64.9% |