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 7-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 | $47,370 | $150,187-68.5% | $120,354-60.6% | $145,922-67.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.20% | 154.07%-141.9pp | 107.15%-95.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,629 | $4,348-62.5% | $3,463-53.0% | $4,660-65.0% |
| Participant deferral / active EE | $6,633 | $6,173+7.5% | $4,991+32.9% | $6,688-0.8% |
| Admin fee / account holder | $2,208 | $12,207-81.9% | $9,423-76.6% | $13,397-83.5% |