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 | $25,145 | $57,281-56.1% | $86,612-71.0% | $75,163-66.5% |
| Participation rate | 90.3% | 63.2%+27.1pp | 71.7%+18.6pp | 67.2%+23.1pp |
| Annual return | 16.71% | 2670.75%-2654.0pp | 591.07%-574.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,280 | $2,314-44.7% | $3,022-57.7% | $2,670-52.1% |
| Participant deferral / active EE | $3,034 | $3,318-8.5% | $4,438-31.6% | $4,125-26.4% |
| Admin fee / account holder | $996 | $4,112-75.8% | $5,614-82.3% | $5,651-82.4% |