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 | $49,612 | $198,466-75.0% | $170,442-70.9% | $147,584-66.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.41% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,912 | $6,184-52.9% | $5,433-46.4% | $4,876-40.3% |
| Participant deferral / active EE | $3,579 | $5,629-36.4% | $4,939-27.5% | $5,439-34.2% |
| Admin fee / account holder | $1,550 | $16,852-90.8% | $13,880-88.8% | $10,885-85.8% |