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 | $46,739 | $198,466-76.5% | $170,442-72.6% | $147,584-68.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.32% | 257.29%-246.0pp | 205.93%-194.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,852 | $6,184-70.0% | $5,433-65.9% | $4,876-62.0% |
| Participant deferral / active EE | $4,323 | $5,629-23.2% | $4,939-12.5% | $5,439-20.5% |
| Admin fee / account holder | $916 | $16,852-94.6% | $13,880-93.4% | $10,885-91.6% |