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 | $70,756-65.4% | $65,493-62.7% | $142,382-82.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.99% | 1754.89%-1737.9pp | 982.45%-965.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,872 | $2,881-35.0% | $2,574-27.3% | $4,299-56.4% |
| Participant deferral / active EE | $5,015 | $4,637+8.1% | $3,961+26.6% | $6,507-22.9% |
| Admin fee / account holder | $595 | $6,559-90.9% | $5,028-88.2% | $12,624-95.3% |