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 | $28,732 | $152,587-81.2% | $125,175-77.0% | $152,861-81.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.66% | 54.84%-37.2pp | 43.79%-26.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $6,215 | $4,946+25.7% | $3,865+60.8% | $4,762+30.5% |
| Participant deferral / active EE | $5,431 | $5,868-7.4% | $4,937+10.0% | $5,850-7.2% |
| Admin fee / account holder | $594 | $13,434-95.6% | $9,702-93.9% | $11,596-94.9% |