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 | $48,879 | $148,534-67.1% | $135,903-64.0% | $139,434-64.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.04% | 79.19%-64.1pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,461 | $5,243-14.9% | $4,856-8.1% | $4,751-6.1% |
| Participant deferral / active EE | $8,810 | $8,100+8.8% | $7,758+13.6% | $6,710+31.3% |
| Admin fee / account holder | $9,775 | $12,400-21.2% | $10,762-9.2% | $11,403-14.3% |