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 | $23,699 | $102,966-77.0% | $90,281-73.7% | $152,861-84.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.86% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,488 | $3,139-20.7% | $2,854-12.8% | $4,762-47.8% |
| Participant deferral / active EE | $1,439 | $4,281-66.4% | $3,885-63.0% | $5,850-75.4% |
| Admin fee / account holder | $4,614 | $6,171-25.2% | $5,351-13.8% | $11,596-60.2% |