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 | $47,503 | $198,466-76.1% | $170,442-72.1% | $147,584-67.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.58% | 257.29%-245.7pp | 205.93%-194.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,546 | $6,184-75.0% | $5,433-71.6% | $4,876-68.3% |
| Participant deferral / active EE | $2,203 | $5,629-60.9% | $4,939-55.4% | $5,439-59.5% |
| Admin fee / account holder | $20,955 | $16,852+24.4% | $13,880+51.0% | $10,885+92.5% |