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 | $47,045 | $202,432-76.8% | $169,368-72.2% | $139,434-66.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.88% | 531.74%-508.9pp | 405.60%-382.7pp | 372.94%-350.1pp |
| Employer contribution / active EE | $6,634 | $4,692+41.4% | $4,013+65.3% | $4,751+39.6% |
| Participant deferral / active EE | $14,944 | $6,938+115.4% | $6,221+140.2% | $6,710+122.7% |
| Admin fee / account holder | $870 | $10,708-91.9% | $9,003-90.3% | $11,403-92.4% |