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 | $53,857 | $209,411-74.3% | $178,490-69.8% | $158,922-66.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.66% | 188.75%-159.1pp | 151.07%-121.4pp | 302.83%-273.2pp |
| Employer contribution / active EE | $1,554 | $5,706-72.8% | $5,011-69.0% | $4,761-67.4% |
| Participant deferral / active EE | $4,738 | $5,954-20.4% | $5,202-8.9% | $5,982-20.8% |
| Admin fee / account holder | $327 | $17,074-98.1% | $13,984-97.7% | $11,246-97.1% |