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 | $57,874 | $183,963-68.5% | $162,163-64.3% | $152,861-62.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.43% | 150.76%-126.3pp | 115.59%-91.2pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,154 | $6,371-66.2% | $5,614-61.6% | $4,762-54.8% |
| Participant deferral / active EE | $4,803 | $8,034-40.2% | $7,298-34.2% | $5,850-17.9% |
| Admin fee / account holder | $2,301 | $13,121-82.5% | $10,843-78.8% | $11,596-80.2% |