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 9-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 | $48,452 | $152,587-68.2% | $125,175-61.3% | $152,861-68.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 29.20% | 54.84%-25.6pp | 43.79%-14.6pp | 345.32%-316.1pp |
| Employer contribution / active EE | $4,828 | $4,946-2.4% | $3,865+24.9% | $4,762+1.4% |
| Participant deferral / active EE | $12,291 | $5,868+109.5% | $4,937+149.0% | $5,850+110.1% |
| Admin fee / account holder | $363 | $13,434-97.3% | $9,702-96.3% | $11,596-96.9% |