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 | $50,497 | $202,432-75.1% | $169,368-70.2% | $139,434-63.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.11% | 531.74%-516.6pp | 405.60%-390.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,542 | $4,692+18.1% | $4,013+38.1% | $4,751+16.7% |
| Participant deferral / active EE | $9,931 | $6,938+43.1% | $6,221+59.6% | $6,710+48.0% |
| Admin fee / account holder | $735 | $10,708-93.1% | $9,003-91.8% | $11,403-93.6% |