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 | $46,144 | $198,466-76.7% | $170,442-72.9% | $147,584-68.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.77% | 257.29%-244.5pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $13,387 | $6,184+116.5% | $5,433+146.4% | $4,876+174.5% |
| Participant deferral / active EE | $7,452 | $5,629+32.4% | $4,939+50.9% | $5,439+37.0% |
| Admin fee / account holder | $557 | $16,852-96.7% | $13,880-96.0% | $10,885-94.9% |