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 | $50,006 | $99,020-49.5% | $86,590-42.2% | $147,584-66.1% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 15.91% | 1312.34%-1296.4pp | 964.84%-948.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,056 | $3,132-66.3% | $2,839-62.8% | $4,876-78.3% |
| Participant deferral / active EE | $8,585 | $3,972+116.1% | $3,609+137.9% | $5,439+57.9% |
| Admin fee / account holder | $766 | $5,710-86.6% | $4,906-84.4% | $10,885-93.0% |