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 | $46,285 | $168,632-72.6% | $147,614-68.6% | $125,391-63.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.17% | 77.65%-74.5pp | 61.98%-58.8pp | 282.22%-279.1pp |
| Employer contribution / active EE | $6,093 | $6,252-2.5% | $5,564+9.5% | $4,866+25.2% |
| Participant deferral / active EE | $2,722 | $5,507-50.6% | $4,895-44.4% | $5,352-49.1% |
| Admin fee / account holder | $3,073 | $13,580-77.4% | $11,611-73.5% | $9,540-67.8% |