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 | $49,502 | $177,572-72.1% | $154,803-68.0% | $142,382-65.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 29.54% | 65.07%-35.5pp | 58.88%-29.3pp | 217.08%-187.5pp |
| Employer contribution / active EE | $1,733 | $4,810-64.0% | $4,305-59.8% | $4,299-59.7% |
| Participant deferral / active EE | $2,900 | $6,272-53.8% | $5,540-47.7% | $6,507-55.4% |
| Admin fee / account holder | $1,088 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |