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 | $45,033 | $198,466-77.3% | $170,442-73.6% | $147,584-69.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.05% | 257.29%-237.2pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $5,946 | $6,184-3.8% | $5,433+9.5% | $4,876+21.9% |
| Participant deferral / active EE | $2,330 | $5,629-58.6% | $4,939-52.8% | $5,439-57.2% |
| Admin fee / account holder | $965 | $16,852-94.3% | $13,880-93.1% | $10,885-91.1% |