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 | $20,877 | $97,757-78.6% | $83,848-75.1% | $135,375-84.6% |
| Participation rate | 76.2% | 80.0%-3.8pp | 76.1%0pp | 82.6%-6.5pp |
| Annual return | 4.22% | 1287.37%-1283.1pp | 850.88%-846.7pp | 519.73%-515.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $313 | $6,674-95.3% | $5,478-94.3% | $10,827-97.1% |