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 | $47,792 | $197,591-75.8% | $177,821-73.1% | $158,922-69.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 37.94% | 58.76%-20.8pp | 48.32%-10.4pp | 302.83%-264.9pp |
| Employer contribution / active EE | $3,039 | $6,697-54.6% | $5,918-48.7% | $4,761-36.2% |
| Participant deferral / active EE | $9,264 | $8,405+10.2% | $7,714+20.1% | $5,982+54.9% |
| Admin fee / account holder | $1,761 | $15,399-88.6% | $12,427-85.8% | $11,246-84.3% |