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 | $57,967 | $171,865-66.3% | $149,718-61.3% | $147,584-60.7% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 16.45% | 2113.22%-2096.8pp | 1501.63%-1485.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,066 | $6,275-35.2% | $5,445-25.3% | $4,876-16.6% |
| Participant deferral / active EE | $5,131 | $7,271-29.4% | $6,569-21.9% | $5,439-5.7% |
| Admin fee / account holder | $910 | $13,799-93.4% | $11,283-91.9% | $10,885-91.6% |