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 | $47,914 | $165,984-71.1% | $164,813-70.9% | $145,922-67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.69% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,326 | $5,273-55.9% | $4,341-46.4% | $4,660-50.1% |
| Participant deferral / active EE | $3,913 | $6,959-43.8% | $6,031-35.1% | $6,688-41.5% |
| Admin fee / account holder | $18,035 | $16,648+8.3% | $12,690+42.1% | $13,397+34.6% |