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 | $46,422 | $98,750-53.0% | $149,696-69.0% | $79,858-41.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.48% | 27.43%-3.9pp | 276.60%-253.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $3,516 | $3,216+9.3% | $4,644-24.3% | $2,471+42.3% |
| Participant deferral / active EE | $8,295 | $5,680+46.0% | $6,842+21.2% | $3,740+121.8% |
| Admin fee / account holder | $364 | $6,053-94.0% | $9,309-96.1% | $5,306-93.1% |