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 | $32,961 | $88,751-62.9% | $81,812-59.7% | $145,922-77.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 14.13% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $548 | $3,083-82.2% | $2,912-81.2% | $4,660-88.3% |
| Participant deferral / active EE | $1,046 | $4,643-77.5% | $4,319-75.8% | $6,688-84.4% |
| Admin fee / account holder | $699 | $8,415-91.7% | $7,386-90.5% | $13,397-94.8% |