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 | $46,985 | $111,754-58.0% | $103,333-54.5% | $145,922-67.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 34.92% | 24.77%+10.1pp | 24.88%+10.0pp | 561.29%-526.4pp |
| Employer contribution / active EE | $5,918 | $4,212+40.5% | $3,868+53.0% | $4,660+27.0% |
| Participant deferral / active EE | $4,240 | $5,619-24.5% | $5,057-16.2% | $6,688-36.6% |
| Admin fee / account holder | $371 | $9,750-96.2% | $8,355-95.6% | $13,397-97.2% |