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 | $47,518 | $226,064-79.0% | $182,532-74.0% | $152,861-68.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.47% | 192.51%-167.0pp | 148.54%-123.1pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,853 | $4,978-2.5% | $4,076+19.1% | $4,762+1.9% |
| Participant deferral / active EE | $3,050 | $6,368-52.1% | $5,524-44.8% | $5,850-47.9% |
| Admin fee / account holder | $393 | $10,703-96.3% | $8,592-95.4% | $11,596-96.6% |