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 | $28,953 | $106,890-72.9% | $84,015-65.5% | $152,861-81.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.98% | 104.99%-82.0pp | 71.31%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,561 | $2,734-6.3% | $1,983+29.1% | $4,762-46.2% |
| Participant deferral / active EE | $5,044 | $4,011+25.7% | $3,239+55.7% | $5,850-13.8% |
| Admin fee / account holder | $368 | $8,285-95.6% | $6,101-94.0% | $11,596-96.8% |