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 | $23,544 | $126,574-81.4% | $106,213-77.8% | $145,922-83.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.23% | 224.79%-214.6pp | 116.14%-105.9pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,752 | $3,730-53.0% | $3,171-44.8% | $4,660-62.4% |
| Participant deferral / active EE | $2,883 | $5,724-49.6% | $5,016-42.5% | $6,688-56.9% |
| Admin fee / account holder | $2,432 | $17,304-85.9% | $11,033-78.0% | $13,397-81.8% |