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 | $52,983 | $198,466-73.3% | $170,442-68.9% | $147,584-64.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.47% | 257.29%-231.8pp | 205.93%-180.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $5,354 | $6,184-13.4% | $5,433-1.5% | $4,876+9.8% |
| Participant deferral / active EE | $15,711 | $5,629+179.1% | $4,939+218.1% | $5,439+188.9% |
| Admin fee / account holder | $503 | $16,852-97.0% | $13,880-96.4% | $10,885-95.4% |