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 | $48,697 | $183,963-73.5% | $162,163-70.0% | $152,861-68.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.86% | 150.76%-131.9pp | 115.59%-96.7pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,890 | $6,371-38.9% | $5,614-30.7% | $4,762-18.3% |
| Participant deferral / active EE | $3,733 | $8,034-53.5% | $7,298-48.9% | $5,850-36.2% |
| Admin fee / account holder | $6,349 | $13,121-51.6% | $10,843-41.4% | $11,596-45.3% |