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 | $62,405 | $171,865-63.7% | $149,718-58.3% | $147,584-57.7% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 22.15% | 2113.22%-2091.1pp | 1501.63%-1479.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $2,063 | $6,275-67.1% | $5,445-62.1% | $4,876-57.7% |
| Participant deferral / active EE | $5,040 | $7,271-30.7% | $6,569-23.3% | $5,439-7.3% |
| Admin fee / account holder | $544 | $13,799-96.1% | $11,283-95.2% | $10,885-95.0% |