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 | $45,849 | $176,056-74.0% | $159,436-71.2% | $167,490-72.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.90% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,826 | $5,297-65.5% | $4,829-62.2% | $4,837-62.2% |
| Participant deferral / active EE | $8,467 | $7,750+9.2% | $7,352+15.2% | $6,341+33.5% |
| Admin fee / account holder | $817 | $12,554-93.5% | $10,799-92.4% | $12,309-93.4% |