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 | $47,276 | $73,515-35.7% | $62,995-25.0% | $147,584-68.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.98% | 175.43%-153.5pp | 87.57%-65.6pp | 578.55%-556.6pp |
| Employer contribution / active EE | $4,927 | $3,320+48.4% | $2,759+78.6% | $4,876+1.0% |
| Participant deferral / active EE | $6,802 | $4,185+62.5% | $3,329+104.3% | $5,439+25.1% |
| Admin fee / account holder | $412 | $5,953-93.1% | $3,600-88.6% | $10,885-96.2% |