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 | $47,226 | $138,065-65.8% | $123,544-61.8% | $135,375-65.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | 118.52% | 153.68%-35.2pp | 119.20%-0.7pp | 519.73%-401.2pp |
| Employer contribution / active EE | $4,747 | $5,151-7.9% | $4,628+2.6% | $4,779-0.7% |
| Participant deferral / active EE | $7,783 | $6,799+14.5% | $6,426+21.1% | $5,609+38.8% |
| Admin fee / account holder | $975 | $10,916-91.1% | $9,284-89.5% | $10,827-91.0% |