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 | $48,098 | $157,256-69.4% | $141,162-65.9% | $152,861-68.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 103.34% | 64.32%+39.0pp | 71.39%+32.0pp | 345.32%-242.0pp |
| Employer contribution / active EE | $5,307 | $5,261+0.9% | $4,735+12.1% | $4,762+11.4% |
| Participant deferral / active EE | $17,807 | $7,109+150.5% | $6,709+165.4% | $5,850+204.4% |
| Admin fee / account holder | $13,174 | $12,120+8.7% | $10,261+28.4% | $11,596+13.6% |