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 | $49,315 | $198,466-75.2% | $170,442-71.1% | $147,584-66.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.82% | 257.29%-242.5pp | 205.93%-191.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $6,166 | $6,184-0.3% | $5,433+13.5% | $4,876+26.5% |
| Participant deferral / active EE | $4,765 | $5,629-15.4% | $4,939-3.5% | $5,439-12.4% |
| Admin fee / account holder | $456 | $16,852-97.3% | $13,880-96.7% | $10,885-95.8% |