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 | $35,054 | $70,756-50.5% | $65,493-46.5% | $142,382-75.4% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 15.11% | 1754.89%-1739.8pp | 982.45%-967.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,696 | $2,881+97.7% | $2,574+121.3% | $4,299+32.5% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $4,072 | $6,559-37.9% | $5,028-19.0% | $12,624-67.7% |