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 7-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 | $47,851 | $102,966-53.5% | $90,281-47.0% | $152,861-68.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.27% | 95.16%-80.9pp | 78.10%-63.8pp | 345.32%-331.1pp |
| Employer contribution / active EE | $3,906 | $3,139+24.5% | $2,854+36.9% | $4,762-18.0% |
| Participant deferral / active EE | $4,140 | $4,281-3.3% | $3,885+6.6% | $5,850-29.2% |
| Admin fee / account holder | $14,747 | $6,171+139.0% | $5,351+175.6% | $11,596+27.2% |