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 | $53,654 | $210,648-74.5% | $177,989-69.9% | $145,922-63.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.32% | 385.86%-367.5pp | 294.48%-276.2pp | 561.29%-543.0pp |
| Employer contribution / active EE | $4,012 | $4,565-12.1% | $3,949+1.6% | $4,660-13.9% |
| Participant deferral / active EE | $6,577 | $6,958-5.5% | $6,276+4.8% | $6,688-1.6% |
| Admin fee / account holder | $5,333 | $12,013-55.6% | $10,363-48.5% | $13,397-60.2% |