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 | $52,461 | $100,852-48.0% | $90,404-42.0% | $158,922-67.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.84% | 1724.20%-1703.4pp | 1293.02%-1272.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,951 | $3,689+7.1% | $3,262+21.1% | $4,761-17.0% |
| Participant deferral / active EE | $8,980 | $4,348+106.5% | $3,963+126.6% | $5,982+50.1% |
| Admin fee / account holder | $427 | $6,501-93.4% | $5,611-92.4% | $11,246-96.2% |