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 | $47,559 | $99,652-52.3% | $78,778-39.6% | $147,584-67.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.25% | 47.28%-32.0pp | 35.62%-20.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $4,265 | $2,796+52.6% | $1,986+114.8% | $4,876-12.5% |
| Participant deferral / active EE | $1,701 | $3,664-53.6% | $2,958-42.5% | $5,439-68.7% |
| Admin fee / account holder | $2,477 | $7,155-65.4% | $5,134-51.8% | $10,885-77.2% |