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 | $20,547 | $180,749-88.6% | $160,784-87.2% | $137,256-85.0% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 16.71% | 2234.46%-2217.8pp | 1803.92%-1787.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,507 | $4,155-39.7% | $3,733-32.8% | $4,156-39.7% |
| Participant deferral / active EE | $4,200 | $6,844-38.6% | $6,293-33.3% | $6,407-34.4% |
| Admin fee / account holder | $373 | $10,397-96.4% | $9,717-96.2% | $12,270-97.0% |