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 | $47,037 | $106,890-56.0% | $84,015-44.0% | $152,861-69.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.09% | 104.99%-82.9pp | 71.31%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $6,151 | $2,734+125.0% | $1,983+210.1% | $4,762+29.2% |
| Participant deferral / active EE | $2,546 | $4,011-36.5% | $3,239-21.4% | $5,850-56.5% |
| Admin fee / account holder | $3,484 | $8,285-58.0% | $6,101-42.9% | $11,596-70.0% |