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 | $69,695 | $180,749-61.4% | $160,784-56.7% | $137,256-49.2% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 16.37% | 2234.46%-2218.1pp | 1803.92%-1787.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,375 | $4,155+5.3% | $3,733+17.2% | $4,156+5.3% |
| Participant deferral / active EE | $1,882 | $6,844-72.5% | $6,293-70.1% | $6,407-70.6% |
| Admin fee / account holder | $300 | $10,397-97.1% | $9,717-96.9% | $12,270-97.6% |