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 | $19,330 | $100,773-80.8% | $88,946-78.3% | $142,382-86.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.34% | 70.18%-52.8pp | 57.82%-40.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,396 | $2,918-17.9% | $2,555-6.2% | $4,299-44.3% |
| Participant deferral / active EE | $3,990 | $5,230-23.7% | $4,581-12.9% | $6,507-38.7% |
| Admin fee / account holder | $377 | $9,693-96.1% | $8,261-95.4% | $12,624-97.0% |