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 | $20,995 | $73,515-71.4% | $62,995-66.7% | $147,584-85.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 30.93% | 175.43%-144.5pp | 87.57%-56.6pp | 578.55%-547.6pp |
| Employer contribution / active EE | $6,711 | $3,320+102.1% | $2,759+143.3% | $4,876+37.6% |
| Participant deferral / active EE | $4,313 | $4,185+3.1% | $3,329+29.5% | $5,439-20.7% |
| Admin fee / account holder | $1,547 | $5,953-74.0% | $3,600-57.0% | $10,885-85.8% |