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 | $80,670 | $180,749-55.4% | $160,784-49.8% | $137,256-41.2% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 16.01% | 2234.46%-2218.5pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,096 | $4,155-1.4% | $3,733+9.7% | $4,156-1.4% |
| Participant deferral / active EE | $5,974 | $6,844-12.7% | $6,293-5.1% | $6,407-6.8% |
| Admin fee / account holder | $42,583 | $10,397+309.6% | $9,717+338.2% | $12,270+247.0% |