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 5-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 | $47,425 | $96,305-50.8% | $80,569-41.1% | $139,434-66.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.93% | 1350.08%-1335.2pp | 935.43%-920.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,002 | $3,262-38.6% | $2,723-26.5% | $4,751-57.9% |
| Participant deferral / active EE | $5,291 | $5,232+1.1% | $4,447+19.0% | $6,710-21.1% |
| Admin fee / account holder | $1,569 | $6,599-76.2% | $5,377-70.8% | $11,403-86.2% |