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 | $117,846 | $180,749-34.8% | $160,784-26.7% | $137,256-14.1% |
| Participation rate | 87.0% | 80.0%+7.0pp | 77.0%+10.0pp | 80.0%+7.0pp |
| Annual return | 17.55% | 2234.46%-2216.9pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,141 | $4,155-24.4% | $3,733-15.8% | $4,156-24.4% |
| Participant deferral / active EE | $6,168 | $6,844-9.9% | $6,293-2.0% | $6,407-3.7% |
| Admin fee / account holder | $632 | $10,397-93.9% | $9,717-93.5% | $12,270-94.8% |