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 | $63,457 | $176,662-64.1% | $130,648-51.4% | $152,861-58.5% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.4%+0.9pp |
| Annual return | 19.64% | 2692.24%-2672.6pp | 1708.96%-1689.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $822 | $5,742-85.7% | $4,092-79.9% | $4,762-82.7% |
| Participant deferral / active EE | $3,874 | $4,361-11.2% | $3,603+7.5% | $5,850-33.8% |
| Admin fee / account holder | $22,401 | $7,133+214.1% | $5,464+309.9% | $11,596+93.2% |