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 | $47,767 | $198,466-75.9% | $170,442-72.0% | $147,584-67.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.31% | 257.29%-245.0pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $5,000 | $6,184-19.1% | $5,433-8.0% | $4,876+2.5% |
| Participant deferral / active EE | $3,403 | $5,629-39.6% | $4,939-31.1% | $5,439-37.4% |
| Admin fee / account holder | $590 | $16,852-96.5% | $13,880-95.7% | $10,885-94.6% |