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 | $47,779 | $110,809-56.9% | $86,874-45.0% | $167,490-71.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.15% | 116.98%-103.8pp | 63.52%-50.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,563 | $3,244-21.0% | $2,495+2.7% | $4,837-47.0% |
| Participant deferral / active EE | $6,713 | $4,546+47.7% | $3,699+81.5% | $6,341+5.9% |
| Admin fee / account holder | $1,080 | $8,415-87.2% | $5,828-81.5% | $12,309-91.2% |