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 | $50,684 | $152,587-66.8% | $125,175-59.5% | $152,861-66.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 50.13% | 54.84%-4.7pp | 43.79%+6.3pp | 345.32%-295.2pp |
| Employer contribution / active EE | $1,900 | $4,946-61.6% | $3,865-50.9% | $4,762-60.1% |
| Participant deferral / active EE | $6,642 | $5,868+13.2% | $4,937+34.5% | $5,850+13.5% |
| Admin fee / account holder | $571 | $13,434-95.8% | $9,702-94.1% | $11,596-95.1% |