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 | $22,221 | $102,966-78.4% | $90,281-75.4% | $152,861-85.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.25% | 95.16%-72.9pp | 78.10%-55.8pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,199 | $3,139+1.9% | $2,854+12.1% | $4,762-32.8% |
| Participant deferral / active EE | $5,321 | $4,281+24.3% | $3,885+36.9% | $5,850-9.0% |
| Admin fee / account holder | $6,073 | $6,171-1.6% | $5,351+13.5% | $11,596-47.6% |