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 | $48,667 | $148,534-67.2% | $135,903-64.2% | $139,434-65.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.32% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $4,109 | $5,243-21.6% | $4,856-15.4% | $4,751-13.5% |
| Participant deferral / active EE | $7,301 | $8,100-9.9% | $7,758-5.9% | $6,710+8.8% |
| Admin fee / account holder | $443 | $12,400-96.4% | $10,762-95.9% | $11,403-96.1% |