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 | $27,532 | $180,749-84.8% | $160,784-82.9% | $137,256-79.9% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 17.19% | 2234.46%-2217.3pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,648 | $4,155-60.3% | $3,733-55.8% | $4,156-60.3% |
| Participant deferral / active EE | $2,073 | $6,844-69.7% | $6,293-67.1% | $6,407-67.6% |
| Admin fee / account holder | $658 | $10,397-93.7% | $9,717-93.2% | $12,270-94.6% |