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 | $48,179 | $198,466-75.7% | $170,442-71.7% | $147,584-67.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.54% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,910 | $6,184-69.1% | $5,433-64.8% | $4,876-60.8% |
| Participant deferral / active EE | $5,598 | $5,629-0.6% | $4,939+13.3% | $5,439+2.9% |
| Admin fee / account holder | $328 | $16,852-98.1% | $13,880-97.6% | $10,885-97.0% |