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 | $50,108 | $175,202-71.4% | $149,673-66.5% | $139,434-64.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.38% | 166.71%-139.3pp | 134.42%-107.0pp | 372.94%-345.6pp |
| Employer contribution / active EE | $2,362 | $5,474-56.9% | $4,818-51.0% | $4,751-50.3% |
| Participant deferral / active EE | $3,519 | $6,519-46.0% | $5,680-38.0% | $6,710-47.6% |
| Admin fee / account holder | $564 | $16,150-96.5% | $13,210-95.7% | $11,403-95.0% |