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 | $43,533 | $183,963-76.3% | $162,163-73.2% | $152,861-71.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.75% | 150.76%-128.0pp | 115.59%-92.8pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,943 | $6,371-69.5% | $5,614-65.4% | $4,762-59.2% |
| Participant deferral / active EE | $3,509 | $8,034-56.3% | $7,298-51.9% | $5,850-40.0% |
| Admin fee / account holder | $342 | $13,121-97.4% | $10,843-96.8% | $11,596-97.1% |