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 | $47,737 | $81,632-41.5% | $70,449-32.2% | $158,922-70.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.47% | 208.40%-201.9pp | 109.03%-102.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $4,714 | $3,217+46.5% | $2,737+72.3% | $4,761-1.0% |
| Participant deferral / active EE | $4,182 | $4,554-8.2% | $3,709+12.8% | $5,982-30.1% |
| Admin fee / account holder | $1,854 | $6,193-70.1% | $3,845-51.8% | $11,246-83.5% |