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 | $49,318 | $183,963-73.2% | $162,163-69.6% | $152,861-67.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.89% | 150.76%-127.9pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $4,404 | $6,371-30.9% | $5,614-21.5% | $4,762-7.5% |
| Participant deferral / active EE | $9,352 | $8,034+16.4% | $7,298+28.1% | $5,850+59.9% |
| Admin fee / account holder | $918 | $13,121-93.0% | $10,843-91.5% | $11,596-92.1% |