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 | $48,702 | $97,757-50.2% | $83,848-41.9% | $135,375-64.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 34.96% | 1287.37%-1252.4pp | 850.88%-815.9pp | 519.73%-484.8pp |
| Employer contribution / active EE | $2,592 | $4,222-38.6% | $3,631-28.6% | $4,779-45.8% |
| Participant deferral / active EE | $5,817 | $4,682+24.2% | $4,082+42.5% | $5,609+3.7% |
| Admin fee / account holder | $313 | $6,674-95.3% | $5,478-94.3% | $10,827-97.1% |