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 | $48,441 | $165,335-70.7% | $149,696-67.6% | $158,922-69.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.85% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $4,008 | $5,103-21.4% | $4,644-13.7% | $4,761-15.8% |
| Participant deferral / active EE | $3,536 | $7,181-50.8% | $6,842-48.3% | $5,982-40.9% |
| Admin fee / account holder | $804 | $10,807-92.6% | $9,309-91.4% | $11,246-92.9% |