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 | $13,379 | $88,751-84.9% | $81,812-83.6% | $145,922-90.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.67% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,751 | $3,083-10.8% | $2,912-5.6% | $4,660-41.0% |
| Participant deferral / active EE | $3,970 | $4,643-14.5% | $4,319-8.1% | $6,688-40.6% |
| Admin fee / account holder | $608 | $8,415-92.8% | $7,386-91.8% | $13,397-95.5% |