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 6-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 | $46,291 | $110,502-58.1% | $80,716-42.6% | $167,490-72.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.89% | 120.54%-107.6pp | 87.28%-74.4pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,635 | $1,543+6.0% | $1,160+41.0% | $4,837-66.2% |
| Participant deferral / active EE | $2,842 | $2,871-1.0% | $2,146+32.4% | $6,341-55.2% |
| Admin fee / account holder | $627 | $4,545-86.2% | $3,380-81.5% | $12,309-94.9% |