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 | $29,200 | $180,749-83.8% | $160,784-81.8% | $137,256-78.7% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 76.59% | 2234.46%-2157.9pp | 1803.92%-1727.3pp | 220.34%-143.7pp |
| Employer contribution / active EE | $1,678 | $4,155-59.6% | $3,733-55.0% | $4,156-59.6% |
| Participant deferral / active EE | $2,503 | $6,844-63.4% | $6,293-60.2% | $6,407-60.9% |
| Admin fee / account holder | $807 | $10,397-92.2% | $9,717-91.7% | $12,270-93.4% |