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 | $50,258 | $202,432-75.2% | $169,368-70.3% | $139,434-64.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 36.78% | 531.74%-495.0pp | 405.60%-368.8pp | 372.94%-336.2pp |
| Employer contribution / active EE | $1,695 | $4,692-63.9% | $4,013-57.8% | $4,751-64.3% |
| Participant deferral / active EE | $3,213 | $6,938-53.7% | $6,221-48.4% | $6,710-52.1% |
| Admin fee / account holder | $1,412 | $10,708-86.8% | $9,003-84.3% | $11,403-87.6% |