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 | $45,144 | $210,648-78.6% | $177,989-74.6% | $145,922-69.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.33% | 385.86%-364.5pp | 294.48%-273.2pp | 561.29%-540.0pp |
| Employer contribution / active EE | $1,671 | $4,565-63.4% | $3,949-57.7% | $4,660-64.1% |
| Participant deferral / active EE | $11,118 | $6,958+59.8% | $6,276+77.1% | $6,688+66.2% |
| Admin fee / account holder | $1,220 | $12,013-89.8% | $10,363-88.2% | $13,397-90.9% |