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 3-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 | $43,049 | $108,919-60.5% | $100,391-57.1% | $145,922-70.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.21% | 57.88%-32.7pp | 49.20%-24.0pp | 561.29%-536.1pp |
| Employer contribution / active EE | $2,158 | $4,419-51.2% | $3,942-45.2% | $4,660-53.7% |
| Participant deferral / active EE | $6,491 | $8,445-23.1% | $8,082-19.7% | $6,688-2.9% |
| Admin fee / account holder | $6,209 | $9,689-35.9% | $7,899-21.4% | $13,397-53.7% |