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 | $41,428 | $198,466-79.1% | $170,442-75.7% | $147,584-71.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.60% | 257.29%-242.7pp | 205.93%-191.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,785 | $6,184-55.0% | $5,433-48.7% | $4,876-42.9% |
| Participant deferral / active EE | $5,524 | $5,629-1.9% | $4,939+11.8% | $5,439+1.6% |
| Admin fee / account holder | $4,295 | $16,852-74.5% | $13,880-69.1% | $10,885-60.5% |