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 | $47,700 | $110,502-56.8% | $80,716-40.9% | $167,490-71.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.59% | 120.54%-108.9pp | 87.28%-75.7pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,144 | $1,543-25.8% | $1,160-1.4% | $4,837-76.4% |
| Participant deferral / active EE | $4,007 | $2,871+39.6% | $2,146+86.8% | $6,341-36.8% |
| Admin fee / account holder | $389 | $4,545-91.4% | $3,380-88.5% | $12,309-96.8% |