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 | $46,121 | $107,334-57.0% | $92,893-50.4% | $152,861-69.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.64% | 145.58%-131.9pp | 109.41%-95.8pp | 345.32%-331.7pp |
| Employer contribution / active EE | $2,033 | $4,221-51.8% | $3,653-44.3% | $4,762-57.3% |
| Participant deferral / active EE | $2,711 | $4,845-44.1% | $4,236-36.0% | $5,850-53.7% |
| Admin fee / account holder | $9,794 | $7,079+38.3% | $5,794+69.0% | $11,596-15.5% |