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 | $18,943 | $70,756-73.2% | $65,493-71.1% | $142,382-86.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.28% | 1754.89%-1741.6pp | 982.45%-969.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $705 | $2,881-75.5% | $2,574-72.6% | $4,299-83.6% |
| Participant deferral / active EE | $7,831 | $4,637+68.9% | $3,961+97.7% | $6,507+20.3% |
| Admin fee / account holder | $1,035 | $6,559-84.2% | $5,028-79.4% | $12,624-91.8% |