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 | $48,224 | $198,466-75.7% | $170,442-71.7% | $147,584-67.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.71% | 257.29%-244.6pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,432 | $6,184-76.8% | $5,433-73.6% | $4,876-70.6% |
| Participant deferral / active EE | $2,607 | $5,629-53.7% | $4,939-47.2% | $5,439-52.1% |
| Admin fee / account holder | $1,881 | $16,852-88.8% | $13,880-86.4% | $10,885-82.7% |