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 | $52,049 | $180,449-71.2% | $154,107-66.2% | $135,375-61.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.71% | 888.09%-882.4pp | 735.12%-729.4pp | 519.73%-514.0pp |
| Employer contribution / active EE | $3,721 | $6,035-38.3% | $5,298-29.8% | $4,779-22.1% |
| Participant deferral / active EE | $2,747 | $5,806-52.7% | $5,081-45.9% | $5,609-51.0% |
| Admin fee / account holder | $414 | $16,143-97.4% | $13,411-96.9% | $10,827-96.2% |