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 | $24,459 | $68,097-64.1% | $62,929-61.1% | $137,256-82.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.99% | 1859.11%-1842.1pp | 1063.93%-1046.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,872 | $2,811-33.4% | $2,505-25.2% | $4,156-54.9% |
| Participant deferral / active EE | $5,015 | $4,553+10.1% | $3,888+29.0% | $6,407-21.7% |
| Admin fee / account holder | $595 | $6,521-90.9% | $5,065-88.3% | $12,270-95.2% |