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 | $45,518 | $111,724-59.3% | $93,606-51.4% | $145,922-68.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.67% | 202.98%-194.3pp | 133.20%-124.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,363 | $3,090-23.5% | $2,420-2.4% | $4,660-49.3% |
| Participant deferral / active EE | $6,371 | $4,912+29.7% | $4,411+44.4% | $6,688-4.7% |
| Admin fee / account holder | $3,319 | $10,250-67.6% | $8,285-59.9% | $13,397-75.2% |