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 | $29,029 | $100,852-71.2% | $90,404-67.9% | $158,922-81.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.79% | 1724.20%-1708.4pp | 1293.02%-1277.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $5,153 | $3,689+39.7% | $3,262+58.0% | $4,761+8.2% |
| Participant deferral / active EE | $9,851 | $4,348+126.6% | $3,963+148.6% | $5,982+64.7% |
| Admin fee / account holder | $6,721 | $6,501+3.4% | $5,611+19.8% | $11,246-40.2% |