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 | $48,736 | $157,256-69.0% | $141,162-65.5% | $152,861-68.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 35.97% | 64.32%-28.4pp | 71.39%-35.4pp | 345.32%-309.3pp |
| Employer contribution / active EE | $4,703 | $5,261-10.6% | $4,735-0.7% | $4,762-1.3% |
| Participant deferral / active EE | $6,583 | $7,109-7.4% | $6,709-1.9% | $5,850+12.5% |
| Admin fee / account holder | $638 | $12,120-94.7% | $10,261-93.8% | $11,596-94.5% |