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 | $24,748 | $73,515-66.3% | $62,995-60.7% | $147,584-83.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.07% | 175.43%-161.4pp | 87.57%-73.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $10,786 | $3,320+224.8% | $2,759+290.9% | $4,876+121.2% |
| Participant deferral / active EE | $6,310 | $4,185+50.8% | $3,329+89.5% | $5,439+16.0% |
| Admin fee / account holder | $9,418 | $5,953+58.2% | $3,600+161.6% | $10,885-13.5% |