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 | $46,515 | $152,587-69.5% | $125,175-62.8% | $152,861-69.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.56% | 54.84%-34.3pp | 43.79%-23.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $6,275 | $4,946+26.9% | $3,865+62.3% | $4,762+31.8% |
| Participant deferral / active EE | $6,049 | $5,868+3.1% | $4,937+22.5% | $5,850+3.4% |
| Admin fee / account holder | $430 | $13,434-96.8% | $9,702-95.6% | $11,596-96.3% |