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 | $32,126 | $99,020-67.6% | $86,590-62.9% | $147,584-78.2% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 16.85% | 1312.34%-1295.5pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,109 | $3,132-64.6% | $2,839-60.9% | $4,876-77.3% |
| Participant deferral / active EE | $2,610 | $3,972-34.3% | $3,609-27.7% | $5,439-52.0% |
| Admin fee / account holder | $310 | $5,710-94.6% | $4,906-93.7% | $10,885-97.1% |