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 | $47,298 | $105,859-55.3% | $90,160-47.5% | $147,584-68.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.20% | 37.63%-22.4pp | 34.88%-19.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,473 | $4,126-15.8% | $3,318+4.7% | $4,876-28.8% |
| Participant deferral / active EE | $4,293 | $5,733-25.1% | $5,288-18.8% | $5,439-21.1% |
| Admin fee / account holder | $2,118 | $8,046-73.7% | $5,943-64.4% | $10,885-80.5% |