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 | $48,547 | $217,402-77.7% | $185,823-73.9% | $167,490-71.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.41% | 148.36%-121.9pp | 122.05%-95.6pp | 478.56%-452.1pp |
| Employer contribution / active EE | $7,966 | $5,873+35.6% | $5,167+54.2% | $4,837+64.7% |
| Participant deferral / active EE | $4,143 | $6,356-34.8% | $5,568-25.6% | $6,341-34.7% |
| Admin fee / account holder | $1,645 | $19,811-91.7% | $16,237-89.9% | $12,309-86.6% |