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 | $52,748 | $152,587-65.4% | $125,175-57.9% | $152,861-65.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.51% | 54.84%-33.3pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $6,496 | $4,946+31.3% | $3,865+68.0% | $4,762+36.4% |
| Participant deferral / active EE | $6,002 | $5,868+2.3% | $4,937+21.6% | $5,850+2.6% |
| Admin fee / account holder | $1,074 | $13,434-92.0% | $9,702-88.9% | $11,596-90.7% |