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 | $69,225 | $100,852-31.4% | $90,404-23.4% | $158,922-56.4% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 10.21% | 1724.20%-1714.0pp | 1293.02%-1282.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $588 | $3,689-84.1% | $3,262-82.0% | $4,761-87.6% |
| Participant deferral / active EE | $2,064 | $4,348-52.5% | $3,963-47.9% | $5,982-65.5% |
| Admin fee / account holder | $492 | $6,501-92.4% | $5,611-91.2% | $11,246-95.6% |