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 | $56,309 | $198,466-71.6% | $170,442-67.0% | $147,584-61.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 32.04% | 257.29%-225.3pp | 205.93%-173.9pp | 578.55%-546.5pp |
| Employer contribution / active EE | $5,488 | $6,184-11.3% | $5,433+1.0% | $4,876+12.5% |
| Participant deferral / active EE | $3,280 | $5,629-41.7% | $4,939-33.6% | $5,439-39.7% |
| Admin fee / account holder | $474 | $16,852-97.2% | $13,880-96.6% | $10,885-95.6% |