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 | $48,848 | $217,402-77.5% | $185,823-73.7% | $167,490-70.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.95% | 148.36%-130.4pp | 122.05%-104.1pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,933 | $5,873-50.1% | $5,167-43.2% | $4,837-39.4% |
| Participant deferral / active EE | $7,786 | $6,356+22.5% | $5,568+39.8% | $6,341+22.8% |
| Admin fee / account holder | $18,955 | $19,811-4.3% | $16,237+16.7% | $12,309+54.0% |