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 6-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 | $48,938 | $107,934-54.7% | $91,989-46.8% | $152,861-68.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 78.71% | 89.24%-10.5pp | 69.02%+9.7pp | 345.32%-266.6pp |
| Employer contribution / active EE | $4,842 | $4,210+15.0% | $3,452+40.3% | $4,762+1.7% |
| Participant deferral / active EE | $5,947 | $6,364-6.6% | $5,923+0.4% | $5,850+1.7% |
| Admin fee / account holder | $2,654 | $10,520-74.8% | $7,743-65.7% | $11,596-77.1% |