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 6-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 | $47,872 | $201,272-76.2% | $184,203-74.0% | $145,922-67.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.16% | 29.00%-4.8pp | 28.81%-4.7pp | 561.29%-537.1pp |
| Employer contribution / active EE | $4,355 | $7,022-38.0% | $6,427-32.2% | $4,660-6.5% |
| Participant deferral / active EE | $11,098 | $9,806+13.2% | $9,131+21.5% | $6,688+66.0% |
| Admin fee / account holder | $1,563 | $16,364-90.4% | $13,901-88.8% | $13,397-88.3% |