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 | $47,673 | $72,400-34.2% | $67,502-29.4% | $145,922-67.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.95% | 7182.46%-7171.5pp | 3512.12%-3501.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,375 | $3,069-22.6% | $2,731-13.0% | $4,660-49.0% |
| Participant deferral / active EE | $7,474 | $4,783+56.3% | $4,000+86.9% | $6,688+11.8% |
| Admin fee / account holder | $451 | $5,539-91.9% | $3,998-88.7% | $13,397-96.6% |