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 | $49,781 | $72,071-30.9% | $68,368-27.2% | $137,256-63.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.35% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,133 | $2,788+12.4% | $2,649+18.3% | $4,156-24.6% |
| Participant deferral / active EE | $3,972 | $4,410-9.9% | $4,123-3.7% | $6,407-38.0% |
| Admin fee / account holder | $744 | $5,336-86.1% | $5,150-85.6% | $12,270-93.9% |