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 | $45,443 | $175,202-74.1% | $149,673-69.6% | $139,434-67.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.46% | 166.71%-153.2pp | 134.42%-121.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $4,678 | $5,474-14.6% | $4,818-2.9% | $4,751-1.5% |
| Participant deferral / active EE | $5,243 | $6,519-19.6% | $5,680-7.7% | $6,710-21.9% |
| Admin fee / account holder | $17,702 | $16,150+9.6% | $13,210+34.0% | $11,403+55.2% |