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 | $56,112 | $209,411-73.2% | $178,490-68.6% | $158,922-64.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.12% | 188.75%-180.6pp | 151.07%-142.9pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,179 | $5,706-79.3% | $5,011-76.5% | $4,761-75.2% |
| Participant deferral / active EE | $4,729 | $5,954-20.6% | $5,202-9.1% | $5,982-20.9% |
| Admin fee / account holder | $511 | $17,074-97.0% | $13,984-96.3% | $11,246-95.5% |