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 | $46,639 | $58,927-20.9% | $76,817-39.3% | $72,985-36.1% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 145.25% | 2305.64%-2160.4pp | 1166.11%-1020.9pp | 81.00%+64.2pp |
| Employer contribution / active EE | $1,918 | $1,787+7.4% | $2,302-16.7% | $2,440-21.4% |
| Participant deferral / active EE | $3,621 | $2,690+34.6% | $3,336+8.5% | $3,607+0.4% |
| Admin fee / account holder | $518 | $4,013-87.1% | $6,420-91.9% | $5,124-89.9% |