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 | $11,615 | $96,635-88.0% | $86,612-86.6% | $139,434-91.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.90% | 106.41%-91.5pp | 591.07%-576.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,472 | $3,263+6.4% | $3,022+14.9% | $4,751-26.9% |
| Participant deferral / active EE | $5,059 | $4,836+4.6% | $4,438+14.0% | $6,710-24.6% |
| Admin fee / account holder | $6,044 | $6,408-5.7% | $5,614+7.7% | $11,403-47.0% |