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 | $94,378 | $180,749-47.8% | $160,784-41.3% | $137,256-31.2% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 13.88% | 2234.46%-2220.6pp | 1803.92%-1790.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $570 | $4,155-86.3% | $3,733-84.7% | $4,156-86.3% |
| Participant deferral / active EE | $3,072 | $6,844-55.1% | $6,293-51.2% | $6,407-52.0% |
| Admin fee / account holder | $938 | $10,397-91.0% | $9,717-90.3% | $12,270-92.4% |