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 | $50,680 | $159,901-68.3% | $146,958-65.5% | $145,922-65.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 10.70% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $15,937 | $5,286+201.5% | $4,933+223.1% | $4,660+242.0% |
| Participant deferral / active EE | $5,336 | $8,428-36.7% | $8,070-33.9% | $6,688-20.2% |
| Admin fee / account holder | $724 | $15,044-95.2% | $12,998-94.4% | $13,397-94.6% |