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 | $46,544 | $198,466-76.5% | $170,442-72.7% | $147,584-68.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.05% | 257.29%-241.2pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $5,676 | $6,184-8.2% | $5,433+4.5% | $4,876+16.4% |
| Participant deferral / active EE | $5,533 | $5,629-1.7% | $4,939+12.0% | $5,439+1.7% |
| Admin fee / account holder | $453 | $16,852-97.3% | $13,880-96.7% | $10,885-95.8% |