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 | $49,828 | $209,411-76.2% | $178,490-72.1% | $158,922-68.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.39% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,208 | $5,706-61.3% | $5,011-55.9% | $4,761-53.6% |
| Participant deferral / active EE | $5,633 | $5,954-5.4% | $5,202+8.3% | $5,982-5.8% |
| Admin fee / account holder | $1,776 | $17,074-89.6% | $13,984-87.3% | $11,246-84.2% |