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 | $53,063 | $57,281-7.4% | $86,612-38.7% | $75,163-29.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 28.65% | 2670.75%-2642.1pp | 591.07%-562.4pp | 160.62%-132.0pp |
| Employer contribution / active EE | $4,393 | $2,314+89.8% | $3,022+45.3% | $2,670+64.5% |
| Participant deferral / active EE | $4,292 | $3,318+29.4% | $4,438-3.3% | $4,125+4.0% |
| Admin fee / account holder | $4,070 | $4,112-1.0% | $5,614-27.5% | $5,651-28.0% |