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 | $40,152 | $198,466-79.8% | $170,442-76.4% | $147,584-72.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.67% | 257.29%-236.6pp | 205.93%-185.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,767 | $6,184-55.3% | $5,433-49.1% | $4,876-43.3% |
| Participant deferral / active EE | $5,918 | $5,629+5.1% | $4,939+19.8% | $5,439+8.8% |
| Admin fee / account holder | $2,327 | $16,852-86.2% | $13,880-83.2% | $10,885-78.6% |