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 | $47,295 | $100,901-53.1% | $75,670-37.5% | $147,584-68.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 101.53% | 35.78%+65.7pp | 27.34%+74.2pp | 578.55%-477.0pp |
| Employer contribution / active EE | $1,299 | $3,253-60.1% | $2,352-44.8% | $4,876-73.4% |
| Participant deferral / active EE | $3,248 | $4,027-19.4% | $3,142+3.4% | $5,439-40.3% |
| Admin fee / account holder | $1,172 | $11,285-89.6% | $5,800-79.8% | $10,885-89.2% |