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 | $47,363 | $210,648-77.5% | $177,989-73.4% | $145,922-67.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 9.14% | 385.86%-376.7pp | 294.48%-285.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,396 | $4,565-69.4% | $3,949-64.7% | $4,660-70.0% |
| Participant deferral / active EE | $2,022 | $6,958-70.9% | $6,276-67.8% | $6,688-69.8% |
| Admin fee / account holder | $410 | $12,013-96.6% | $10,363-96.0% | $13,397-96.9% |