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 | $52,058 | $209,411-75.1% | $178,490-70.8% | $158,922-67.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.56% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $2,949 | $5,706-48.3% | $5,011-41.1% | $4,761-38.1% |
| Participant deferral / active EE | $4,875 | $5,954-18.1% | $5,202-6.3% | $5,982-18.5% |
| Admin fee / account holder | $307 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |