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 | $48,804 | $183,963-73.5% | $162,163-69.9% | $152,861-68.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.41% | 150.76%-126.4pp | 115.59%-91.2pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,886 | $6,371-54.7% | $5,614-48.6% | $4,762-39.4% |
| Participant deferral / active EE | $7,333 | $8,034-8.7% | $7,298+0.5% | $5,850+25.4% |
| Admin fee / account holder | $1,781 | $13,121-86.4% | $10,843-83.6% | $11,596-84.6% |