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 | $48,927 | $159,602-69.3% | $150,045-67.4% | $142,382-65.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.76% | 70.24%-39.5pp | 62.55%-31.8pp | 217.08%-186.3pp |
| Employer contribution / active EE | $2,441 | $4,961-50.8% | $4,693-48.0% | $4,299-43.2% |
| Participant deferral / active EE | $5,486 | $8,310-34.0% | $7,997-31.4% | $6,507-15.7% |
| Admin fee / account holder | $10,777 | $14,846-27.4% | $13,435-19.8% | $12,624-14.6% |