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 | $42,715 | $107,015-60.1% | $73,545-41.9% | $147,584-71.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 16.18% | 38.25%-22.1pp | -15.16%+31.3pp | 578.55%-562.4pp |
| Employer contribution / active EE | $7,063 | $1,760+301.3% | $1,219+479.4% | $4,876+44.8% |
| Participant deferral / active EE | $1,421 | $2,462-42.3% | $1,806-21.3% | $5,439-73.9% |
| Admin fee / account holder | $1,779 | $3,055-41.8% | $2,320-23.3% | $10,885-83.7% |