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 | $31,765 | $140,588-77.4% | $123,104-74.2% | $125,391-74.7% |
| Participation rate | 93.3% | 88.2%+5.1pp | 86.8%+6.6pp | 83.2%+10.1pp |
| Annual return | 155.16% | 16.80%+138.4pp | 13.22%+141.9pp | 282.22%-127.1pp |
| Employer contribution / active EE | $2,022 | $6,041-66.5% | $5,151-60.7% | $4,866-58.4% |
| Participant deferral / active EE | $4,628 | $6,980-33.7% | $6,230-25.7% | $5,352-13.5% |
| Admin fee / account holder | $514 | $11,198-95.4% | $9,015-94.3% | $9,540-94.6% |