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 | $48,189 | $107,334-55.1% | $92,893-48.1% | $152,861-68.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.15% | 145.58%-123.4pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $5,563 | $4,221+31.8% | $3,653+52.3% | $4,762+16.8% |
| Participant deferral / active EE | $6,206 | $4,845+28.1% | $4,236+46.5% | $5,850+6.1% |
| Admin fee / account holder | $368 | $7,079-94.8% | $5,794-93.6% | $11,596-96.8% |