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 | $46,186 | $183,963-74.9% | $162,163-71.5% | $152,861-69.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.19% | 150.76%-134.6pp | 115.59%-99.4pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,359 | $6,371-63.0% | $5,614-58.0% | $4,762-50.5% |
| Participant deferral / active EE | $4,546 | $8,034-43.4% | $7,298-37.7% | $5,850-22.3% |
| Admin fee / account holder | $1,294 | $13,121-90.1% | $10,843-88.1% | $11,596-88.8% |