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 | $48,876 | $99,652-51.0% | $78,778-38.0% | $147,584-66.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.10% | 47.28%-37.2pp | 35.62%-25.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $5,011 | $2,796+79.2% | $1,986+152.4% | $4,876+2.8% |
| Participant deferral / active EE | $5,185 | $3,664+41.5% | $2,958+75.3% | $5,439-4.7% |
| Admin fee / account holder | $1,317 | $7,155-81.6% | $5,134-74.4% | $10,885-87.9% |