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 | $48,400 | $198,466-75.6% | $170,442-71.6% | $147,584-67.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.39% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,033 | $6,184-67.1% | $5,433-62.6% | $4,876-58.3% |
| Participant deferral / active EE | $6,793 | $5,629+20.7% | $4,939+37.5% | $5,439+24.9% |
| Admin fee / account holder | $1,704 | $16,852-89.9% | $13,880-87.7% | $10,885-84.4% |