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 | $45,201 | $88,751-49.1% | $81,812-44.8% | $145,922-69.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.18% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,621 | $3,083-15.0% | $2,912-10.0% | $4,660-43.7% |
| Participant deferral / active EE | $2,621 | $4,643-43.5% | $4,319-39.3% | $6,688-60.8% |
| Admin fee / account holder | $834 | $8,415-90.1% | $7,386-88.7% | $13,397-93.8% |