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 | $47,269 | $157,256-69.9% | $141,162-66.5% | $152,861-69.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.88% | 64.32%-44.4pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $4,546 | $5,261-13.6% | $4,735-4.0% | $4,762-4.5% |
| Participant deferral / active EE | $7,916 | $7,109+11.3% | $6,709+18.0% | $5,850+35.3% |
| Admin fee / account holder | $477 | $12,120-96.1% | $10,261-95.4% | $11,596-95.9% |