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 6-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 | $49,310 | $165,584-70.2% | $142,942-65.5% | $137,256-64.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 14.90% | 164.22%-149.3pp | 113.70%-98.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,455 | $4,725-69.2% | $4,139-64.8% | $4,156-65.0% |
| Participant deferral / active EE | $8,346 | $8,194+1.9% | $7,128+17.1% | $6,407+30.3% |
| Admin fee / account holder | $312 | $16,167-98.1% | $12,475-97.5% | $12,270-97.5% |