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 | $45,031 | $88,710-49.2% | $81,783-44.9% | $145,959-69.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.06% | 1027.26%-1016.2pp | 775.05%-764.0pp | 561.95%-550.9pp |
| Employer contribution / active EE | $6,405 | $3,083+107.7% | $2,913+119.9% | $4,661+37.4% |
| Participant deferral / active EE | $4,481 | $4,645-3.5% | $4,320+3.7% | $6,689-33.0% |
| Admin fee / account holder | $2,835 | $8,407-66.3% | $7,380-61.6% | $13,398-78.8% |