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 | $53,947 | $118,849-54.6% | $96,562-44.1% | $167,490-67.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 45.38% | 50.49%-5.1pp | 37.78%+7.6pp | 478.56%-433.2pp |
| Employer contribution / active EE | $1,166 | $3,120-62.6% | $2,356-50.5% | $4,837-75.9% |
| Participant deferral / active EE | $2,317 | $4,616-49.8% | $3,849-39.8% | $6,341-63.5% |
| Admin fee / account holder | $2,712 | $8,065-66.4% | $6,181-56.1% | $12,309-78.0% |