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 | $48,761 | $165,984-70.6% | $164,813-70.4% | $145,922-66.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 29.19% | 100.03%-70.8pp | 69.93%-40.7pp | 561.29%-532.1pp |
| Employer contribution / active EE | $2,370 | $5,273-55.1% | $4,341-45.4% | $4,660-49.1% |
| Participant deferral / active EE | $6,001 | $6,959-13.8% | $6,031-0.5% | $6,688-10.3% |
| Admin fee / account holder | $1,031 | $16,648-93.8% | $12,690-91.9% | $13,397-92.3% |