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 | $47,861 | $100,901-52.6% | $75,670-36.8% | $147,584-67.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.97% | 35.78%-17.8pp | 27.34%-9.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,274 | $3,253-60.8% | $2,352-45.8% | $4,876-73.9% |
| Participant deferral / active EE | $3,188 | $4,027-20.8% | $3,142+1.5% | $5,439-41.4% |
| Admin fee / account holder | $3,303 | $11,285-70.7% | $5,800-43.1% | $10,885-69.7% |