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 | $61,397 | $88,751-30.8% | $81,812-25.0% | $145,922-57.9% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.3%+14.6pp | 80.3%+6.7pp |
| Annual return | 11.82% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,302 | $3,083-57.8% | $2,912-55.3% | $4,660-72.1% |
| Participant deferral / active EE | $2,212 | $4,643-52.4% | $4,319-48.8% | $6,688-66.9% |
| Admin fee / account holder | $558 | $8,415-93.4% | $7,386-92.4% | $13,397-95.8% |